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Schwab Target 2035 (SWIRX)

14.73 Up 0.21(1.45%) Oct 21
Prev Close:14.52
YTD Return*:3.19%
Net Assets*:271.53M
Yield*:1.58%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for SWIRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Schwab Core Equity12.88N/A
Laudus US Large Cap Growth11.96N/A
Schwab S&P 500 Index11.14N/A
Schwab Small-Cap Equity6.74N/A
Laudus International MarketMasters Sel6.66N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:271.53M
Category:Target Date 2031-2035
Annual Report Expense Ratio (net):0.00%

Performance & Risk

YTD Return:3.19%
5y Avg Return:11.90%
Rank in Category (ytd):61
% Rank in Category (ytd):31.94%
Beta (3y):1.37
Morningstar Risk Rating:2

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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