SWERX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Target 2040 (SWERX) Ownership - Who owns Schwab Target 2040?

The investment seeks to provide capital appreciation and income consistent with its current asset allocation... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

SWERX

Net Assets

1.15B

Fund Existence

almost 20 years

Turnover

10.00

Total Expense Ratio

0.50

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2040

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.51

Assets in Top Ten Holdings

850M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

1.15B

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

22.00

Number of Net Holdings

22.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.50

Weighting Top Ten Holdings

77.00%

Gain YTD

-0.613

Annual Yield % from dividends

2.13

Returns for 1 year

6.15

Returns for 3 years

10.95

Returns for 5 years

37.85

Returns for 10 years

20.64

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