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Tuesday, December 1, 2009, 8:18PM ET - U.S. Markets Closed. Dow Up 1.23% Nasdaq Up 1.46%
Schwab Target 2040 (SWERX)On Dec 1: 10.31  Up 0.16 (1.58%)  
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Holdings  As of 31-Jul-09Get Holdings for:
OVERALL PORTFOLIO COMPOSITION (%) 
Cash:5.48
Stocks:87.51
Bonds:6.61
Other:0.40
TOP 10 HOLDINGS ( 80.51% OF TOTAL ASSETS) 
CompanySymbol% AssetsYTD Return %
Schwab Core Equity InvN/A18.88N/A
Schwab Instl Select S&P 500N/A14.87N/A
Laudus Growth Investors US Large Cap GrN/A8.46N/A
Schwab Small-Cap Equity SelectN/A7.80N/A
Laudus International MarketMasters SelN/A7.63N/A
Schwab Total Bond MarketN/A5.17N/A
Schwab Global Real Estate SelectN/A5.10N/A
Schwab Dividend Equity SelectN/A4.29N/A
Laudus Rosenberg US Lg Cap ValueN/A4.19N/A
Laudus Small-Cap MarketMasters SelectN/A4.12N/A
EQUITY HOLDINGS 
AveragesSWERXCategory Avg
Price/Earnings11.6815.53
Price/Book1.751.84
Price/Sales0.880.94
Price/Cashflow6.057.52
Median Market Cap13.70B16.41B
3 Year Earnings Growth12.80%10.91%
SECTOR WEIGHTINGS (%) 
Sector SWERXCategory Avg
Utilities
 
2.623.42
Business services
 
6.034.95
Financials
 
18.9819.97
Telecommunications
 
6.866.87
Media
 
1.842.16
Consumer goods
 
11.2610.67
Energy
 
8.809.70
Hardware
 
9.007.86
Health
 
11.4210.73
Software
 
3.783.55
Consumer services
 
7.958.14
Industrial materials
 
11.4511.99
BOND RATINGS (%) 
SectorSWERXCategory Avg
US GOVERNMENTN/AN/A
AAA70.3955.08
AA7.116.03
A9.357.25
BBB7.0510.63
BB0.737.82
B0.047.25
BELOW B0.153.98
OTHER5.191.95
BOND HOLDINGS 
AveragesSWERXCategory Avg
Maturity 5.807.77
Duration 4.534.25
Credit Quality AAA
PrecisionIR Presents:
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