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Schwab Target 2025 Fund (SWHRX)

US Funds

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14.67 +0.13 +0.89%

12/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 408.57M

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 Change - 0.41%

Prev. Close14.54

Risk Rating

TTM Yield2.99%

ROE26.09%

IssuerSchwab Funds

Turnover12%

ROA11.68%

Inception Date39519

Total Assets408.57M

Expenses0%

Min. Investment100

Market Cap101.72B

CategoryTarget - Date 2025

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1014	995	1097	1198	1401	1739
Fund Return	1.4%	-0.55%	9.7%	6.2%	6.97%	5.69%
Place in category	89	90	34	27	74	40
% in Category	48	50	21	23	57	56

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.35B	3.18	1.91	-
Schwab Treasury Infl Protected Sec	2.56B	4.32	0.74	2.37
Schwab Target 2040	1.17B	0.22	8.18	7.21
US80850L7837	1.07B	-0.32	8.95	-
Schwab Target 2030	944.51M	0.87	7.10	6.36

Top Funds for Target-Date 2025 Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Target Retirement 2025 Fun	72.86B	1.61	6.56	6.14
The Vanguard Target Retire 2025 Tr1	71.39B	1.63	6.60	6.23
The Vanguard Target Retire 2025 Tr2	71.39B	1.64	6.60	6.22
Vanguard Target Retire Trust Plus25	71.39B	1.63	6.61	6.24
American Funds 2025 Trgt Date RetR6	21.78B	2.44	6.64	6.60

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	23.27	-	-
Schwab® S&P 500 Index	-	14.12	-	-
Baird Aggregate Bond Inst	-	11.83	-	-
Schwab Short-Term Bond Index	-	7.00	-	-
Schwab Treasury Infl Protected Secs Idx	-	6.09	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 202.	14.67	+0.13	+0.89%