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Schwab Target 2045 Fund (SWMRX)

US Funds

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17.37 -0.03 -0.17%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 326M

Type: Fund

Market: United States

Asset Class: Bond

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SWMRX Overview

Find basic information about the Schwab Target 2045 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 SWMRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change12.91%

Prev. Close17.4

Risk Rating

TTM Yield1.89%

ROE25.24%

IssuerN/A

Turnover6%

ROA11.38%

Inception Date41297

Total Assets326M

Expenses0%

Min. Investment100

Market Cap86.35B

CategoryTarget - Date 2045

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1031	1037	1169	1194	1538	2234
Fund Return	3.08%	3.68%	16.88%	6.08%	9%	8.37%
Place in category	95	70	122	121	119	68
% in Category	43	38	68	69	76	69

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.34B	0.47	-1.60	-
Schwab Treasury Infl Protected Sec	2.49B	1.29	-1.26	1.96
Schwab Target 2040	1.23B	2.90	5.70	8.02
US80850L7837	1.07B	2.85	7.02	-
Schwab Target 2030	997.13M	2.36	4.49	6.96

Top Funds for Target-Date 2045 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2045 Tr1	110.54B	2.71	6.53	9.08
The Vanguard Target Retire 2045 Tr2	110.54B	2.71	6.52	9.07
Vanguard Target Retire Trust Plus45	110.54B	2.71	6.54	9.09
Vanguard Target Retirement 2045 Inv	92.52B	2.70	6.51	9.02
American Funds 2045 Trgt Date RetR6	29.53B	3.73	7.68	10.03

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	20.70	-	-
Schwab International Opportunities	-	12.04	-	-
Schwab® International Core Equity	-	8.90	-	-
Schwab Select Large Cap Growth	-	7.43	-	-
Dodge & Cox Stock I	-	6.04	-	-

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.	17.37	-0.03	-0.17%