Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Schwab Target 2035 Fund (SWIRX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
18.00 -0.03    -0.17%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 620.23M
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Bond
Schwab Target 2035 18.00 -0.03 -0.17%

SWIRX Overview

 
Find basic information about the Schwab Target 2035 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 SWIRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change17.46%
Prev. Close18.03
Risk Rating
TTM Yield1.93%
ROE25.52%
IssuerSchwab Funds
Turnover6%
ROA11.54%
Inception Date39519
Total Assets620.23M
Expenses0%
Min. Investment100
Market Cap93.04B
CategoryTarget - Date 2035
What is your sentiment on Schwab Target 2035?
or
Vote to see community's results!

Schwab Target 2035 Fund Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1112 1014 1258 1087 1465 1998
Fund Return 11.17% 1.44% 25.75% 2.81% 7.93% 7.17%
Place in category 78 110 75 75 85 56
% in Category 35 54 34 37 53 59

Top Bond Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab US Aggregate Bond Index 5.18B 1.96 -2.25 -
  Schwab Treasury Infl Protected Sec 2.43B 3.11 -1.60 2.17
  Schwab Target 2040 1.21B 12.15 3.16 7.60
  Schwab Target 2030 1B 10.02 2.37 6.64
  US80850L7837 995.01M 13.83 4.60 -

Top Funds for Target-Date 2035 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2035 Tr1 113.17B 11.06 3.12 7.60
  The Vanguard Target Retire 2035 Tr2 113.17B 11.05 3.11 7.59
  Vanguard Target Retire Trust Plus35 113.17B 11.08 3.13 7.61
  Vanguard Target Retirement 2035 Inv 104.18B 11.12 3.07 7.51
  American Funds 2035 Trgt Date RetR6 35.22B 12.12 3.57 8.69

Top Holdings

Name ISIN Weight % Last Change %
Schwab® S&P 500 Index - 18.94 - -
Schwab International Opportunities - 10.28 - -
Schwab US Aggregate Bond Index - 10.03 - -
Schwab® International Core Equity - 7.44 - -
Baird Aggregate Bond Inst - 5.37 - -

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

SWIRX Comments

Write your thoughts about Schwab Target 2035 Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email