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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1041 | 1034 | 1092 | 1289 | 1458 | - |
| Fund Return | 4.13% | 3.39% | 9.19% | 8.84% | 7.83% | - |
| Place in category | 1 | 1 | 3 | 1 | 1 | - |
| % in Category | 1 | 1 | 1 | 1 | 1 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| KS Schwab Moderately Aggressive Ind | 1.3B | 16.69 | 17.16 | 9.94 | ||
| KS Schwab Moderate Index | 1.02B | 14.65 | 14.37 | 8.16 | ||
| KS Advisor Disciplined Growth A | 5.79 | 20.76 | 13.73 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Schwab® S&P 500 Index | - | 34.52 | - | - | |
| Vanguard Total Bond Market Idx InstlPls | - | 30.03 | - | - | |
| Schwab International Index | - | 14.44 | - | - | |
| Schwab Small Cap Index | - | 9.48 | - | - | |
| Schwab® Treasury Infl Protected Secs Idx | - | 6.15 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | BUY |
| Summary | Strong Buy | Strong Buy | Buy |
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