Which Funds Can SWCGX Replace?

Schwab MarketTrack Conservative Portfolio™ Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds SWCGX Can Replace

44 funds

FSI > 80 out of 467 similar funds

Competing Fund AUM

$28.69B

Assets in funds SWCGX can compete with and replace

Outperformance Rank

#338

Rank among 467 similar funds

Who Holds Credible Replacements?

195 firms

90,360 connected advisors

Opportunity analysis

SWCGX can replace 44 funds with FSI above 80 out of 467 similar funds, representing $28.69B in competing fund AUM. Its outperformance rank is #338 among those similar funds. 195 13F firms and 90,360 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 13.3%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.49%
Assets under management
$208.5M

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