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Schwab® Monthly Income Fund - Income Payout

Schwab® Monthly Income Fund - Income Payout

SWLRX · NMFQS
SWLRX · NMFQS
9.37
USD00.00%
Schwab® Monthly Income Fund - Income Payout
SWLRX
9.37
USD00.00%

Sector weight

Sector
Equity %
Category Average
Consumer Defensive
15.33%
7.22%
Real Estate
14.53%
3.66%
Healthcare
11.67%
11.18%
Energy
11.58%
4.47%
Financial Services
10.12%
17.97%
Industrials
9.80%
10.26%
Communication Services
7.56%
7.71%
Consumer Cyclical
7.26%
8.80%
Technology
5.33%
22.38%
Basic Materials
3.67%
3.38%
Utilities
3.15%
2.95%
Government
3.15%
34.18%
Municipal
3.15%
3.89%
Corporate
3.15%
24.79%
Securitized
3.15%
22.88%
Cash and Equivalents
3.15%
11.94%
Derivative
3.15%
2.32%

World Regions

Region
Equity %
Category Average
North America
78.53%
83.16%
Europe Developed
8.21%
6.76%
Japan
4.17%
2.47%
Asia Emerging
2.45%
2.02%
United Kingdom
2.37%
2.64%
Asia Developed
1.74%
1.61%
Australasia
1.20%
0.44%
Africa/Middle East
0.64%
0.27%
Latin America
0.52%
0.50%
Europe Emerging
0.16%
0.12%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
47.79K USD
121.4K USD
147.82K USD
Large
11.63%
5.22%
7.04%
Medium
6.94%
3.75%
4.38%
Giant
6.93%
6.35%
9.76%
Small
1.52%
0.95%
1.23%
Micro
0.52%
0.69%
0.05%

Valuation and Growth

Growth Rates
SWLRX.US
Category Average
Price/Prospective Earnings
13.40%
17.79%
Price/Cash Flow
8.39%
11.91%
Dividend Yield
4.66%
2.15%
Price/Book
2.03%
3.02%
Price/Sales
1.45%
2.03%
Valuation Rates
SWLRX.US
Category Average
Long-Term Earnings
6.54%
8.83%
Sales Growth
3.33%
5.36%
Book-Value Growth
3.29%
6.44%
Cash-Flow Growth
-0.57%
5.40%
Historical Earnings
-2.68%
7.29%

FAQs

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