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    Schwab Target 2040 (SWERX)

    17.06 Up 0.02(0.12%) Apr 24
    Prev Close:17.04
    YTD Return*:2.78%
    Net Assets*:821.26M
    Yield*:2.31%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for SWERX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Core Equity13.74N/A
    Laudus US Large Cap Growth12.50N/A
    Schwab® S&P 500 Index11.32N/A
    Laudus International MarketMasters Sel10.58N/A
    Schwab Small-Cap Equity7.83N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:821.26M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:2.78%
    5y Avg Return:11.73%
    Rank in Category (ytd):39
    % Rank in Category (ytd):15.23%
    Beta (3y):1.42
    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). View More
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