The fund invests primarily in a combination of Schwab Funds® and Schwab® ETFs (the underlying funds) in accordance with its target asset allocation. It has the flexibility to move within the following asset allocation ranges at the discretion of the investment adviser: 10-50% equity; 50-90% fixed income; and 0-12% cash and cash equivalents. The fund’s anticipated annual payout is expected to be 0-3% during a low interest rate environment, 3-5% during a normal interest rate environment, and 5+% during a high interest rate environment.
30 4月 2025現在、最大の保有資産はBlackRock High Yield Portfolio, Cohen Steers Preferred Securities and Income Fund Inc, Schwab Global Real Estate Fund, T Rowe Price Institutional Floating Rate Fundを含みます。SWLRX ファンドの保有資産の完全なリストを確認してください。
SWLRX ファンドの保有資産は何ですか?
SWLRX ファンドは4の保有資産で構成されており、BlackRock High Yield Portfolio, Cohen Steers Preferred Securities and Income Fund Inc, Schwab Global Real Estate Fundなどが含まれます。SWLRX ファンドの保有資産の完全なリストを確認してください。