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Schwab Target 2040 Fund (SWERX)

US Funds

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19.18 -0.04 -0.21%

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

Morningstar Rating:
Total Assets: 1.21B

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Bond

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SWERX Overview

Find basic information about the Schwab Target 2040 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 SWERX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change18.57%

Prev. Close19.22

Risk Rating

TTM Yield1.81%

ROE25.32%

IssuerSchwab Funds

Turnover6%

ROA11.44%

Inception Date38534

Total Assets1.21B

Expenses0%

Min. Investment100

Market Cap89.39B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1121	1015	1275	1098	1510	2081
Fund Return	12.15%	1.52%	27.49%	3.16%	8.59%	7.6%
Place in category	127	130	119	113	111	64
% in Category	57	64	55	59	65	67

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.18B	1.96	-2.25	-
Schwab Treasury Infl Protected Sec	2.43B	3.11	-1.60	2.17
Schwab Target 2030	1B	10.02	2.37	6.64
US80850L7837	995.01M	13.83	4.60	-
Schwab Target 2035	620.23M	11.17	2.81	7.17

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	104.96B	12.04	3.62	8.14
The Vanguard Target Retire 2040 Tr2	104.96B	12.03	3.61	8.13
Vanguard Target Retire Trust Plus40	104.96B	12.05	3.63	8.15
Vanguard Target Retirement 2040 Inv	93.11B	12.06	3.59	8.06
American Funds 2040 Trgt Date RetR6	32.92B	13.83	4.22	9.29

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	19.51	-	-
Schwab International Opportunities	-	11.54	-	-
Schwab® International Core Equity	-	8.39	-	-
Schwab US Aggregate Bond Index	-	6.62	-	-
Schwab Select Large Cap Growth	-	5.62	-	-

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 204.	19.18	-0.04	-0.21%