SWQRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Target 2065 (SWQRX) Ownership - Who owns Schwab Target 2065?

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

SWQRX

Net Assets

28.2M

Fund Existence

about 4 years

Turnover

7.00

Total Expense Ratio

0.59

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2065+

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.29

Assets in Top Ten Holdings

15.7M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

28.2M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

19.00

Number of Net Holdings

19.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.59

Weighting Top Ten Holdings

90.18%

Gain YTD

-1.175

Annual Yield % from dividends

1.71

Returns for 1 year

6.86

Returns for 3 years

18.80

Returns for 5 years

N/A

Returns for 10 years

N/A

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Fundamentals

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