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    Schwab Target 2055 (SWORX)

    11.76 Up 0.09(0.77%) May 2
    Prev Close:11.76
    YTD Return*:-0.94%
    Net Assets*:32.45M
    Yield*:1.88%

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for SWORX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Schwab Core Equity14.70N/A
    Laudus International MarketMasters Sel13.91N/A
    Laudus US Large Cap Growth13.35N/A
    Schwab® S&P 500 Index12.12N/A
    Schwab® International Core Equity9.23N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:32.45M
    Category:Target Date 2051+
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:-0.94%
    5y Avg Return:N/A
    Rank in Category (ytd):94
    % Rank in Category (ytd):27.65%
    Beta (3y):1.54
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks to provide capital appreciation and income consistent with its current asset allocation. The fund seeks to achieve its investment objective by investing primarily in a combination of other Schwab Funds and Laudus Funds. 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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