Funds SWBGX Can Replace
208 funds
FSI > 80 out of 1,229 similar funds
Which Funds Can SWBGX Replace?
Schwab MarketTrack Balanced Portfolio™ Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.
Competing Fund AUM
$238.94B
Assets in funds SWBGX can compete with and replace
Outperformance Rank
#834
Rank among 1,229 similar funds
Who Holds Credible Replacements?
389 firms
104,883 connected advisors
Opportunity analysis
SWBGX can replace 208 funds with FSI above 80 out of 1,229 similar funds, representing $238.94B in competing fund AUM. Its outperformance rank is #834 among those similar funds. 389 13F firms and 104,883 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 19.3%.
Fund details
- Vehicle
- Mutual fund
- Issuer
- nan
- Focus
- —
- Net expense ratio
- 0.48%
- Assets under management
- $643.2M