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Schwab Target 2025 Fund (SWHRX)

US Funds

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15.69 0.00 0%

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

Morningstar Rating:
Total Assets: 450.89M

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Bond

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SWHRX Overview

Find basic information about the Schwab Target 2025 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 SWHRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change10.49%

Prev. Close15.69

Risk Rating

TTM Yield2.43%

ROE26.01%

IssuerSchwab Funds

Turnover7%

ROA11.73%

Inception Date39519

Total Assets450.89M

Expenses0%

Min. Investment100

Market Cap100.91B

CategoryTarget - Date 2025

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1084	1012	1206	1050	1339	1774
Fund Return	8.4%	1.19%	20.57%	1.65%	6%	5.9%
Place in category	88	97	88	66	67	38
% in Category	52	52	50	41	50	50

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.22B	1.96	-2.25	-
Schwab Treasury Infl Protected Sec	2.45B	3.11	-1.60	2.17
Schwab Target 2040	1.22B	12.15	3.16	7.60
Schwab Target 2030	1.01B	10.02	2.37	6.64
US80850L7837	1.01B	13.83	4.60	-

Top Funds for Target-Date 2025 Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Target Retirement 2025 Fun	76.43B	8.98	2.02	6.35
The Vanguard Target Retire 2025 Tr1	73.65B	9.02	2.09	6.45
The Vanguard Target Retire 2025 Tr2	73.65B	8.99	2.07	6.43
Vanguard Target Retire Trust Plus25	73.65B	9.03	2.10	6.46
American Funds 2025 Trgt Date RetR6	22.96B	9.35	2.70	6.71

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	21.31	-	-
Schwab® S&P 500 Index	-	15.18	-	-
Baird Aggregate Bond Inst	-	11.78	-	-
Schwab International Opportunities	-	6.37	-	-
Schwab Short-Term Bond Index	-	6.37	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 202.	15.69	0.00	0%