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SWHRX
Mutual Fund ticker: NASDAQ
AS OF
Jun 25 closing price
Price
$15.05
Change
-$0.02 (-0.13%)
Net Assets
418.88M

SWHRX Schwab Target 2025 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 2025
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWHRX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWHRX
1D Price
Change %
SWHRX100%
N/A
VTTVX - SWHRX
99%
Closely correlated
N/A
CCDTX - SWHRX
92%
Closely correlated
-0.13%
RBDTX - SWHRX
92%
Closely correlated
-0.06%
FDTKX - SWHRX
91%
Closely correlated
N/A
FAPTX - SWHRX
83%
Closely correlated
-0.13%
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