Morningstar

Schwab MarketTrack Growth Portfolio™ SWHGX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 29.39  /  +0.58 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.000
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.85%
  • Turnover 18%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:14 AM GMT+0

Morningstar’s Analysis SWHGX

Will SWHGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWHGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWHGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SWHGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab MarketTrack Growth holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SWHGX

More SWHGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab® S&P 500 Index

20.82 237M
—

Schwab US Aggregate Bond Index

16.04 182M
—

Schwab International Index

12.13 138M
—

Schwab Fundamental US Large Company Idx

12.01 136M
—

Schwab ® US Large-Cap Growth Idx

10.53 120M
—

Schwab Fundamental Intl Equity Index Fd

5.19 59M
—

Schwab Small Cap Index

4.29 49M
—

Schwab US REIT ETF™

4.01 46M
—

Schwab Government Money Ultra

3.39 39M
Cash and Equivalents

Schwab Fundamental Intl Sm Eq Idx

3.34 38M
—

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