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Schwab Target 2050 Index Fund (SWYMX)

US Funds

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19.120 -0.060 -0.31%

29/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.05B

Type: Fund

Market: United States

Asset Class: Bond

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SWYMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2050 Index Fund (SWYMX) fund. Our Schwab Target 2050 Index Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.010	1.010
Stocks	90.490	90.490
Bonds	8.450	8.450
Preferred	0.010	0.010
Other	0.050	0.050

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.232	17.514
Price to Book	2.588	2.618
Price to Sales	2.018	1.891
Price to Cash Flow	11.867	10.944
Dividend Yield	2.228	2.192
5 Years Earnings Growth	10.000	11.216

Sector Allocation

Name	Net %	Category Average
Technology	23.680	22.860
Financial Services	15.420	15.663
Consumer Cyclical	10.420	10.900
Industrials	10.080	11.382
Real Estate	9.530	3.743
Healthcare	9.270	11.846
Communication Services	7.020	6.924
Consumer Defensive	5.300	5.920
Energy	3.520	4.146
Basic Materials	3.360	3.991
Utilities	2.410	2.625

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab US Large-Cap	US8085242019	49.87	23.94	+0.25%
Schwab International Equity	US8085248057	22.77	19.57	+1.22%
Schwab US Aggregate Bond	US8085248396	8.54	22.88	+0.15%
Schwab U.S. REIT	US8085248479	6.41	21.37	+1.64%
Schwab US Small-Cap	US8085246077	5.91	27.00	+1.33%
Schwab Emerging Markets Equity	US8085247067	5.85	27.21	+1.51%

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.33B	1.37	-2.42	-
Schwab Treasury Infl Protected Sec	2.49B	1.95	-2.35	2.15
Schwab Target 2040	1.22B	12.78	2.98	7.56
Schwab Target 2030	995.71M	10.55	2.18	6.60
Schwab Target 2035	621.53M	11.75	2.62	7.12

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 205.	19.120	-0.060	-0.31%