SWORX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Target 2055 (SWORX) Ownership - Who owns Schwab Target 2055?

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

SWORX

Net Assets

224M

Fund Existence

over 12 years

Turnover

4.00

Total Expense Ratio

0.57

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2055

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.62

Assets in Top Ten Holdings

169M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

224M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

21.00

Number of Net Holdings

21.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.57

Weighting Top Ten Holdings

87.04%

Gain YTD

-1.166

Annual Yield % from dividends

1.81

Returns for 1 year

7.28

Returns for 3 years

14.01

Returns for 5 years

52.43

Returns for 10 years

45.44

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