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Schwab Target 2015 Fund (SWGRX)

US Funds

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10.98 +0.01 +0.09%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 50.61M

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Bond

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SWGRX Overview

Find basic information about the Schwab Target 2015 Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SWGRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.14%

Prev. Close10.97

Risk Rating

TTM Yield3.03%

ROE26.66%

IssuerSchwab Funds

Turnover9%

ROA12.11%

Inception Date39519

Total Assets50.61M

Expenses0%

Min. Investment100

Market Cap111.15B

CategoryTarget - Date 2015

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1018	1021	1096	1090	1257	1619
Fund Return	1.78%	2.1%	9.62%	2.92%	4.68%	4.94%
Place in category	49	9	25	29	39	35
% in Category	48	16	22	32	45	76

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.34B	0.47	-1.60	-
Schwab Treasury Infl Protected Sec	2.49B	1.29	-1.26	1.96
Schwab Target 2040	1.23B	2.90	5.70	8.02
US80850L7837	1.07B	2.85	7.02	-
Schwab Target 2030	997.13M	2.36	4.49	6.96

Top Funds for Target-Date 2015 Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds 2015 Trgt Date RetR6	3.17B	2.12	3.68	5.79
Fidelity Freedom 2015	2.51B	1.84	1.84	5.35
T. Rowe Price Retirement 2015	2.01B	2.07	3.62	6.12
Fidelity Freedom Index 2015 Instl	964.59M	1.54	2.08	-
TIAA-CREF Lifecycle Index 2015 Inst	934.62M	1.71	3.14	5.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	25.84	-	-
Baird Aggregate Bond Inst	-	14.07	-	-
Schwab® S&P 500 Index	-	13.58	-	-
Schwab Short-Term Bond Index	-	7.71	-	-
Schwab Treasury Infl Protected Secs Idx	-	6.38	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Sell	Strong Sell
Technical Indicators	Strong Buy	Strong Sell	Sell
Summary	Buy	Strong Sell	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 201.	10.98	+0.01	+0.09%