Nasdaq - Delayed Quote • USD
Schwab Target 2050 (SWNRX)
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15.71 - YTD Return 7.26%
- Expense Ratio 0.56%
- Category Target-Date 2050
- Last Cap Gain 2.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 292.13M
- Beta (5Y Monthly) 1.31
- Yield 1.74%
- 5y Average Return --
- Holdings Turnover 5.00%
- Last Dividend 0.29
- Inception Date Jan 23, 2013
The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and in unaffiliated third party mutual funds and ETFs (referred to herein as unaffiliated funds and, together with Schwab Funds and Schwab ETFs, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.
Schwab Funds
Fund Family
Target-Date 2050
Fund Category
292.13M
Net Assets
2013-01-23
Inception Date
Performance Overview: SWNRX
Trailing returns as of 4/23/2024. Category is Target-Date 2050.
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SFSNX Schwab Fundamental US Small Company Idx
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SWLRX Schwab Monthly Income Income Payout
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SWSSX Schwab Small Cap Index
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Holdings: SWNRX
Top 10 Holdings (82.78% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSWNRX
Technology 22.69%
Financial Services 13.01%
Healthcare 12.37%
Consumer Cyclical 11.10%
Industrials 10.42%
Real Estate 8.08%
Communication Services 7.40%
Consumer Defensive 5.37%
Basic Materials 3.99%
Energy 3.85%
Utilities 1.72%
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