• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.32% Nasdaq Down 0.01%

    Schwab Target 2010 (SWBRX)

    12.54 Up 0.03(0.24%) Jul 31
    Prev Close:12.51
    YTD Return*:1.39%
    Net Assets*:65.93M

    * As of 30-Jun-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for SWBRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Total Bond Market22.82N/A
    Schwab Short-Term Bond Market9.34N/A
    Metropolitan West Total Return Bond I9.01N/A
    Schwab Core Equity6.91N/A
    Laudus US Large Cap Growth6.28N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:65.93M
    Category:Target Date 2000-2010
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:1.39%
    5y Avg Return:7.80%
    Rank in Category (ytd):36
    % Rank in Category (ytd):22.78%
    Beta (3y):0.70
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide capital appreciation and income consistent with its current asset allocation. The fund invests primarily in a combination of other Schwab Funds and Laudus Funds. It invests in the underlying funds in accordance with its target portfolio allocation. The fund is designed for an investor who anticipates retiring at or about the target date and plans to withdraw the value of the investor's account in the fund gradually after retirement. View More
    Your browser doesn't support canvas
    Submit Feedback