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SWHRX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Schwab Target 2025 (SWHRX) Ownership - Who owns Schwab Target 2025?

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

SWHRX

Net Assets

419M

Fund Existence

over 17 years

Turnover

12.00

Total Expense Ratio

0.32

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2025

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.34

Assets in Top Ten Holdings

367M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

419M

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

0.32

Weighting Top Ten Holdings

82.59%

Gain YTD

5.385

Annual Yield % from dividends

2.93

Returns for 1 year

4.06

Returns for 3 years

15.79

Returns for 5 years

18.53

Returns for 10 years

25.14

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