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Schwab Target 2035 Fund (SWIRX)

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18.13 0.01    0%
26/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 621.48M
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Bond
Schwab Target 2035 18.13 0.01 0%

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.
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Rating
1-Year Change16.74%
Prev. Close18.12
Risk Rating
TTM Yield1.93%
ROE25.41%
IssuerSchwab Funds
Turnover6%
ROA11.42%
Inception Date39519
Total Assets621.48M
Expenses0%
Min. Investment100
Market Cap90B
CategoryTarget - Date 2035
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Schwab Target 2035 Fund Analysis


Performance

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Condition

Frequency

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%

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 5.22B 1.96 -2.25 -
  Schwab Treasury Infl Protected Sec 2.45B 3.11 -1.60 2.17
  Schwab Target 2040 1.22B 12.15 3.16 7.60
  Schwab Target 2030 1.01B 10.02 2.37 6.64
  US80850L7837 1.01B 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 101.79B 11.12 3.07 7.51
  American Funds 2035 Trgt Date RetR6 35.37B 12.12 3.57 8.69

Top Holdings

Name ISIN Weight % Last Change %
Schwab® S&P 500 Index - 19.19 - -
Schwab US Aggregate Bond Index - 9.99 - -
Schwab International Opportunities - 9.98 - -
Schwab® International Core Equity - 7.30 - -
Baird Aggregate Bond Inst - 5.36 - -

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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