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Schwab Target 2030 (SWDRX)

15.08 Up 0.03(0.20%) Apr 17
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Prev Close:15.05
YTD Return*:1.40%
Net Assets*:679.12M
Yield*:1.68%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for SWDRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Laudus US Large Cap Growth11.84N/A
Schwab Core Equity11.68N/A
Schwab S&P 500 Index10.22N/A
Laudus International MarketMasters Sel6.24N/A
Schwab Small-Cap Equity5.97N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:679.12M
Category:Target Date 2026-2030
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:1.40%
5y Avg Return:17.11%
Rank in Category (ytd):58
% Rank in Category (ytd):24.17%
Beta (3y):1.32
Morningstar Risk Rating:3

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 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. At the stated target date, the fund's allocation will be approximately 40% equity securities, 54% fixed income securities, and 6% cash and cash equivalents (including money market funds). It may also invest in unaffiliated third party mutual funds. View More
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