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    Schwab Target 2030 (SWDRX)

    15.03 Up 0.01(0.07%) Sep 3
    Prev Close:15.03
    YTD Return*:-1.30%
    Net Assets*:793.32M
    Yield*:2.34%

    * As of 31-Aug-15

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

    Headlines

    • No Headlines available for SWDRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Core Equity12.24N/A
    Laudus US Large Cap Growth11.18N/A
    Laudus International MarketMasters Sel10.65N/A
    Schwab® S&P 500 Index10.00N/A
    Schwab Total Bond Market8.84N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:793.32M
    Category:Target Date 2026-2030
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:-1.30%
    5y Avg Return:11.21%
    Rank in Category (ytd):13
    % Rank in Category (ytd):5.08%
    Beta (3y):1.25
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide capital appreciation and income consistent with its current asset allocation. The fund seeks to achieve its investment objective by investing primarily in a combination of other Schwab Funds and Laudus Funds. The fund may also invest in unaffiliated third party mutual funds (referred to herein as unaffiliated funds and, together with Schwab Funds and Laudus Funds, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation. View More
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