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Schwab Target 2040 (SWERX)

14.56 Up 0.23(1.61%) Jun 29
Prev Close:14.56
YTD Return*:0.95%
Net Assets*:836.80M
Yield*:2.00%

* As of 31-May-16

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 Equity13.77N/A
Laudus International MarketMasters Sel12.55N/A
Laudus US Large Cap Growth12.51N/A
Schwab® S&P 500 Index11.35N/A
Schwab® International Core Equity8.33N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:836.8M
Category:Target-Date 2040
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:0.95%
5y Avg Return:7.48%
Rank in Category (ytd):91
% Rank in Category (ytd):35.41%
Beta (3y):1.43
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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