MENU
SWIRX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Schwab Target 2035 (SWIRX) Ownership - Who owns Schwab Target 2035?

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

Profile

Category
Target-Date 2035
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com

Details

Group
Balanced Funds
Category
Target Date 2031-2035
Total Expense Ratio
0.45
Min. Initial Investment
N/A
Fund Existence
over 17 years
Turnover
11.00
Front Load
N/A
Net Assets
651280640.00
Manager Tenure
N/A

Fundamentals

SWIRX
Net Assets
651M
Fund Existence
over 17 years
Turnover
11.00
Total Expense Ratio
0.45
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2035
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.47
Assets in Top Ten Holdings
421M
Average Credit Quality
8
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
651M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
23.00
Number of Net Holdings
23.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.45
Weighting Top Ten Holdings
74.40%
Gain YTD
11.326
Annual Yield % from dividends
2.15
Returns for 1 year
10.71
Returns for 3 years
28.74
Returns for 5 years
31.72
Returns for 10 years
59.72
View a ticker or compare two or three
Interact to see
Advertisement
A.I.Advisor
published price charts
These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2035
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com