Schwab Target 2025 Fund Quote
| SWHRX Fund | USD 15.70 0.01 0.06% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Schwab Target is trading at 15.70 as of the 2nd of December 2024; that is 0.06 percent increase since the beginning of the trading day. The fund's open price was 15.69. 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 2025 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of December 2022 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. The fund may also invest in affiliated Schwab ETFs and in unaffiliated third party mutual funds and ETFs . The fund invests in the underlying funds in accordance with its target portfolio allocation.. More on Schwab Target 2025
Moving together with Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Blend Funds, Target-Date 2025 Funds, Target-Date 2025, Schwab Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Target 2025 [SWHRX] is traded in USA and was established 2nd of December 2024. Schwab Target is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Target-Date 2025 category and is part of Schwab Funds family. This fund at this time has accumulated 493.34 M in assets with no minimum investment requirementsSchwab Target 2025 is currently producing year-to-date (YTD) return of 10.02% with the current yeild of 0.02%, while the total return for the last 3 years was 2.08%.
Check Schwab Target Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Target 2025 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Target 2025 Mutual Fund Constituents
| DODGX | Dodge Stock Fund | Mutual Fund | Large Value | |
| LSIIX | Loomis Sayles Investment | Mutual Fund | Intermediate Core-Plus Bond | |
| LSITX | Clearbridge Large Cap | Mutual Fund | Large Growth | |
| MWTIX | Metropolitan West Total | Mutual Fund | Intermediate Core-Plus Bond | |
| PFORX | Pimco Foreign Bond | Mutual Fund | World Bond-USD Hedged | |
| SICNX | Schwab International E | Mutual Fund | Foreign Large Blend | |
| SWAGX | Schwab Aggregate Bond | Mutual Fund | Intermediate Core Bond | |
| SWANX | Schwab E Equity | Mutual Fund | Large Blend |
Schwab Target 2025 Risk Profiles
| Mean Deviation | 0.244 | |||
| Semi Deviation | 0.2175 | |||
| Standard Deviation | 0.3296 | |||
| Variance | 0.1086 |
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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