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SWDRX
Mutual Fund ticker: NASDAQ
AS OF
Jul 2 closing price
Price
$17.28
Change
+$0.03 (+0.17%)
Net Assets
986.77M

SWDRX Schwab Target 2030 Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Industry description

The investment seeks to provide capital appreciation and income consistent with its current asset allocation. The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and in unaffiliated third party mutual funds and ETFs (referred to herein as unaffiliated funds and, together with Schwab Funds and Schwab ETFs, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.
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A.I. Advisor
published General Information

General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2030
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWDRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWDRX has been closely correlated with VTHRX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWDRX jumps, then VTHRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWDRX
1D Price
Change %
SWDRX100%
N/A
VTHRX - SWDRX
99%
Closely correlated
N/A
RBETX - SWDRX
96%
Closely correlated
+0.17%
RCETX - SWDRX
96%
Closely correlated
+0.16%
RHETX - SWDRX
93%
Closely correlated
+0.22%
RBEEX - SWDRX
93%
Closely correlated
+0.16%
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