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Schwab Target 2035 (SWIRX)
On
Feb 9
:
9.12
0.11
(1.22%)
MORE ON SWIRX
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Holdings
As of 31-Oct-09
Get
Holdings
for:
OVERALL PORTFOLIO COMPOSITION (%)
Cash:
5.97
Stocks:
82.91
Bonds:
10.72
Other:
0.40
TOP 10 HOLDINGS ( 81.23% OF TOTAL ASSETS)
Company
Symbol
% Assets
YTD Return %
Schwab Core Equity Inv
N/A
17.56
N/A
Schwab S&P 500 Index Sel
N/A
14.90
N/A
Schwab Total Bond Market
N/A
8.67
N/A
Laudus Growth Investors US Large Cap Gr
N/A
8.18
N/A
Laudus International MarketMasters Sel
N/A
7.40
N/A
Schwab Small-Cap Equity Select
N/A
7.34
N/A
Schwab Dividend Equity Select
N/A
4.81
N/A
Schwab Global Real Estate Select
N/A
4.65
N/A
Laudus Small-Cap MarketMasters Select
N/A
3.95
N/A
Laudus Mondrian Intl Equity Instl
N/A
3.77
N/A
EQUITY HOLDINGS
Averages
SWIRX
Category Avg
Price/Earnings
15.01
15.84
Price/Book
1.79
1.91
Price/Sales
0.96
1.00
Price/Cashflow
7.15
7.65
Median Market Cap
15.02B
19.26B
3 Year Earnings Growth
0.00%
8.89%
SECTOR WEIGHTINGS (%)
Sector
SWIRX
Category Avg
Utilities
2.90
3.28
Business services
5.68
4.56
Financials
19.73
20.18
Telecommunications
5.67
5.99
Media
2.17
2.11
Consumer goods
11.57
10.91
Energy
10.15
10.17
Hardware
9.37
8.47
Health
10.66
10.30
Software
3.71
3.46
Consumer services
7.98
7.85
Industrial materials
10.40
12.72
BOND RATINGS (%)
Sector
SWIRX
Category Avg
US GOVERNMENT
N/A
N/A
AAA
72.19
57.08
AA
7.03
3.63
A
8.45
8.14
BBB
6.07
10.82
BB
0.50
7.14
B
0.00
6.79
BELOW B
0.12
4.08
OTHER
5.64
2.33
BOND HOLDINGS
Averages
SWIRX
Category Avg
Maturity
6.46
7.33
Duration
4.59
4.48
Credit Quality
AA
A
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