Schwab Target 2030 (SWDRX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SWDRX at this time.
|Symbol||% Assets||YTD Return %|
|Laudus US Large Cap Growth||11.84||N/A|
|Schwab Core Equity||11.68||N/A|
|Schwab S&P 500 Index||10.22||N/A|
|Laudus International MarketMasters Sel||6.24||N/A|
|Schwab Small-Cap Equity||5.97||N/A|
|Morningstar Overall Rating:|
|Category:||Target Date 2026-2030|
|Annual Report Expense Ratio (net):||0.00%|
Performance & Risk
|5y Avg Return:||17.11%|
|Rank in Category (ytd):||58|
|% Rank in Category (ytd):||24.17%|
|Morningstar Risk Rating:||3|
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