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September 02, 2015 8:35 PM ET

Capital Markets

Company Overview of Schwab Capital Trust - Schwab MarketTrack Balanced Portfolio

Company Overview

Schwab Capital Trust - Schwab MarketTrack Balanced Portfolio is an open ended balanced fund of funds launched and managed by Charles Schwab Investment Management, Inc. It invests in mutual funds. The fund benchmarks the performance of its portfolio the S&P 500 Index, Lehman Brothers U.S. Aggregate Bond Index and the composite index which comprises of 45% Dow Jones Wilshire 5000 Composite Index, 15% MSCI EAFE Index, 35% Lehman Brothers U.S. Aggregate Bond Index and 5% Morningstar 3 Month T-Bill Index. Schwab Capital Trust - Schwab MarketTrack Balanced Portfolio was formed on November 20, 1995 and is domiciled in the United States.

211 Main Street

San Francisco, CA 94105

United States

Founded in 1995

Key Executives for Schwab Capital Trust - Schwab MarketTrack Balanced Portfolio

Chief Executive Officer and President
Age: 59
Principal Financial Officer and Treasurer
Chief Compliance Officer, Senior Vice President and AML Officer
Age: 55
Managing Director and Portfolio Manager
Managing Director and Portfolio Manager
Compensation as of Fiscal Year 2015.

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