Statements (26)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:hedge_fund
|
| gptkbp:assetClass |
allocation
|
| gptkbp:bench |
gptkb:S&P_500_Index
gptkb:Bloomberg_U.S._Aggregate_Bond_Index |
| gptkbp:category |
Moderate Allocation
|
| gptkbp:CUSIP |
808509756
|
| gptkbp:dividendPaying |
available
|
| gptkbp:expenseRatio |
0.08% (as of 2023)
|
| gptkbp:frequency |
quarterly
|
| gptkbp:fullName |
Schwab Balanced Fund
|
| https://www.w3.org/2000/01/rdf-schema#label |
SBAX
|
| gptkbp:investedIn |
balanced fund
|
| gptkbp:managedBy |
gptkb:Charles_Schwab_Investment_Management
|
| gptkbp:minimumInvestment |
$0
|
| gptkbp:netWorth |
over $1 billion (as of 2023)
|
| gptkbp:objective |
capital appreciation and income
|
| gptkbp:portfolioCompany |
Jeffrey S. Mortimer
Steven P. Ward Thomas H. Huber |
| gptkbp:startYear |
1996-06-28
|
| gptkbp:stockExchange |
gptkb:NASDAQ
|
| gptkbp:stockSymbol |
gptkb:SBAX
|
| gptkbp:website |
https://www.schwabassetmanagement.com/products/sbax
|
| gptkbp:bfsParent |
gptkb:Bartholomeu_de_Gusmão_Airport
gptkb:Romeu_Zema_Airport |
| gptkbp:bfsLayer |
8
|