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Schwab Target 2040 Fund (SWERX)

US Funds

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17.82 -0.07 -0.39%

08:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.17B

Type: Fund

Market: United States

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 Change2.29%

Prev. Close17.89

Risk Rating

TTM Yield2.07%

ROE24.69%

IssuerN/A

Turnover10%

ROA11.03%

Inception Date38534

Total Assets1.17B

Expenses0%

Min. Investment100

Market Cap93.74B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1028	997	1118	1216	1595	2061
Fund Return	2.79%	-0.26%	11.84%	6.73%	9.78%	7.5%
Place in category	91	89	106	88	106	68
% in Category	54	47	60	47	64	72

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.5B	2.74	-0.49	-
Schwab Treasury Infl Protected Sec	2.56B	3.57	-0.83	2.31
US80850L7837	1.02B	2.80	7.94	-
Schwab Target 2030	958.36M	2.80	5.55	6.58
Schwab Target 2035	599.31M	2.76	6.19	7.08

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	110.54B	2.58	6.77	8.06
The Vanguard Target Retire 2040 Tr2	110.54B	2.58	6.76	8.05
Vanguard Target Retire Trust Plus40	110.54B	2.57	6.78	8.08
Vanguard Target Retirement 2040 Inv	93.58B	2.55	6.73	7.99
American Funds 2040 Trgt Date RetR6	31.57B	2.82	8.04	9.29

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	19.62	-	-
Schwab International Opportunities	-	11.09	-	-
Schwab® International Core Equity	-	8.27	-	-
Schwab Select Large Cap Growth	-	7.90	-	-
Schwab US Aggregate Bond Index	-	6.75	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 204.	17.82	-0.07	-0.39%