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Schwab Target 2040 Fund (SWERX)

US Funds

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17.37 +0.16 +0.93%

14/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.11B

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 Change1.05%

Prev. Close17.21

Risk Rating

TTM Yield2.13%

ROE25.16%

IssuerSchwab Funds

Turnover10%

ROA11.17%

Inception Date38534

Total Assets1.11B

Expenses0%

Min. Investment100

Market Cap91.17B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	996	996	1055	1167	1776	2008
Fund Return	-0.39%	-0.39%	5.52%	5.27%	12.18%	7.22%
Place in category	133	133	93	88	115	70
% in Category	73	73	56	49	70	72

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.28B	2.72	0.45	-
Schwab Treasury Infl Protected Sec	2.5B	4.22	0.03	2.42
US80850L7837	998.28M	-0.65	6.05	-
Schwab Target 2030	909.49M	0.37	4.57	6.38
Schwab Target 2035	568.35M	-0.06	4.96	6.84

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	110.54B	-0.16	5.50	7.88
The Vanguard Target Retire 2040 Tr2	110.54B	-0.16	5.48	7.87
Vanguard Target Retire Trust Plus40	110.54B	-0.16	5.51	7.89
Vanguard Target Retirement 2040 Inv	93.58B	-0.21	5.47	7.80
American Funds 2040 Trgt Date RetR6	30.38B	-0.78	6.36	9.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	19.38	-	-
Schwab International Opportunities	-	11.36	-	-
Schwab® International Core Equity	-	8.56	-	-
Schwab Select Large Cap Growth	-	7.62	-	-
Schwab US Aggregate Bond Index	-	6.94	-	-

Technical Summary

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

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