Is the Schwab MarketTrack Allocation Equity Portfolio (SWEGX) a Solid Mutual Fund Choice at This Time?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
0mins
Source: NASDAQ.COM
Fund Overview: The Schwab MarketTrack Allocation Equity Portfolio (SWEGX) is a highly rated mutual fund with a Zacks Mutual Fund Rank of 1 (Strong Buy), offering a diversified investment approach across various asset types and boasting a 5-year annualized return of 13.42%.
Performance and Costs: Despite its strong performance, SWEGX has a higher volatility compared to its peers, with a standard deviation of 15.5% over five years. However, it features a low expense ratio of 0.38%, making it a cost-effective option for investors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
