SWPRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Target 2060 (SWPRX) Ownership - Who owns Schwab Target 2060?

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

SWPRX

Net Assets

92.7M

Fund Existence

over 8 years

Turnover

2.00

Total Expense Ratio

0.58

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2060

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.73

Assets in Top Ten Holdings

60.3M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

92.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

20.00

Number of Net Holdings

20.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.58

Weighting Top Ten Holdings

88.35%

Gain YTD

-1.096

Annual Yield % from dividends

1.74

Returns for 1 year

7.75

Returns for 3 years

17.14

Returns for 5 years

59.53

Returns for 10 years

N/A

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