Schwab Target 2015 Fund Quote

SWGRX Fund  USD 11.75  0.01  0.09%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Schwab Target is trading at 11.75 as of the 2nd of December 2024; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 11.74. Schwab Target has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Schwab Target 2015 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds and Laudus Funds. Schwab Target is traded on NASDAQ Exchange in the United States. More on Schwab Target 2015

Moving together with Schwab Mutual Fund

  0.86FSNLX Fidelity Freedom 2015PairCorr
  0.87PARHX T Rowe PricePairCorr
  0.88RRTMX T Rowe PricePairCorr
  0.86FFVFX Fidelity Freedom 2015PairCorr
  0.86FPTKX Fidelity Freedom 2015PairCorr
  0.92AABTX American Funds 2015PairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationTarget-Date 2015, Schwab Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date27th of February 2023
Fiscal Year EndOctober
Schwab Target 2015 [SWGRX] is traded in USA and was established 2nd of December 2024. The fund is listed under Target-Date 2015 category and is part of Schwab Funds family. This fund at this time has accumulated 54.83 M in assets with no minimum investment requirementsSchwab Target 2015 is currently producing year-to-date (YTD) return of 9.72% with the current yeild of 0.03%, while the total return for the last 3 years was 1.98%.
Check Schwab Target Probability Of Bankruptcy

Instrument Allocation

Top Schwab Target 2015 Mutual Fund Constituents

BAGIXBaird Aggregate BondMutual FundIntermediate Core Bond
DODGXDodge Stock FundMutual FundLarge Value
LSITXClearbridge Large CapMutual FundLarge Growth
MBFIXTotal Return BondMutual FundIntermediate Core Bond
MWTIXMetropolitan West TotalMutual FundIntermediate Core-Plus Bond
SICNXSchwab International EMutual FundForeign Large Blend
SWAGXSchwab Aggregate BondMutual FundIntermediate Core Bond
SWANXSchwab E EquityMutual FundLarge Blend
More Details

Schwab Target 2015 Risk Profiles

Schwab Target Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Target financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Target security.
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