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Schwab Target 2050 Index Fund (SWYMX)

US Funds

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17.890 +0.020 +0.11%

15/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.01B

Type: Fund

Market: United States

Issuer: Schwab Funds

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	1.120	1.120
Stocks	89.790	89.790
Bonds	9.030	9.030
Preferred	0.010	0.010
Other	0.050	0.050

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.618	17.613
Price to Book	2.625	2.610
Price to Sales	2.032	1.886
Price to Cash Flow	11.724	10.806
Dividend Yield	2.181	2.194
5 Years Earnings Growth	10.376	11.013

Sector Allocation

Name	Net %	Category Average
Technology	22.830	22.607
Financial Services	16.240	16.183
Consumer Cyclical	10.170	11.166
Industrials	10.170	11.257
Healthcare	9.770	11.624
Real Estate	8.640	3.646
Communication Services	7.220	7.220
Consumer Defensive	5.500	5.835
Energy	3.610	4.024
Basic Materials	3.420	3.878
Utilities	2.440	2.560

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	50.27	20.73	-2.26%
Schwab International Equity	US8085248057	22.69	19.51	-0.33%
Schwab US Aggregate Bond	US8085248396	9.16	22.98	+0.24%
Schwab Emerging Markets Equity	US8085247067	5.85	26.28	-1.22%
Schwab US Small-Cap	US8085246077	5.81	21.48	-1.81%
Schwab U.S. REIT	US8085248479	5.45	20.33	-0.05%

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.31B	2.72	0.45	-
Schwab Treasury Infl Protected Sec	2.51B	4.22	0.03	2.42
Schwab Target 2040	1.12B	-0.39	5.27	7.22
Schwab Target 2030	916.95M	0.37	4.57	6.38
Schwab Target 2035	573.17M	-0.06	4.96	6.84

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