The adequately resourced team at Schwab presses on with a sensible approach in this target-date series, despite some turnover.
Schwab Target 2035 SWIRX
- NAV / 1-Day Return 17.90 / −0.39 %
- Total Assets 617.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.460%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.92%
- Turnover 10%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:31 AM GMT+0
Morningstar’s Analysis SWIRX
Will SWIRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 73.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Schwab® S&P 500 Index | 18.97 | 116.2 Mil | — |
Schwab International Opportunities | 10.27 | 62.9 Mil | — |
Schwab US Aggregate Bond Index | 9.95 | 60.9 Mil | — |
Schwab® International Core Equity | 7.59 | 46.5 Mil | — |
Dodge & Cox Stock I | 4.98 | 30.5 Mil | — |
Schwab Global Real Estate | 4.79 | 29.3 Mil | — |
Schwab Select Large Cap Growth | 4.66 | 28.6 Mil | — |
Baird Aggregate Bond Inst | 4.51 | 27.6 Mil | — |
ClearBridge Large Cap Growth IS | 4.15 | 25.4 Mil | — |
Schwab Fundamental US Large Company Idx | 4.03 | 24.7 Mil | — |