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SWMRX
Mutual Fund ticker: NASDAQ
AS OF
Apr 29 closing price
Price
$16.54
Change
+$0.05 (+0.30%)
Net Assets
307.71M

SWMRX Schwab Target 2045 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 2045
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWMRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWMRX has been closely correlated with FCHTX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWMRX jumps, then FCHTX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWMRX
1D Price
Change %
SWMRX100%
N/A
FCHTX - SWMRX
98%
Closely correlated
+0.38%
FBHTX - SWMRX
97%
Closely correlated
+0.43%
RHHTX - SWMRX
97%
Closely correlated
+0.43%
RBHHX - SWMRX
97%
Closely correlated
+0.39%
FATTX - SWMRX
95%
Closely correlated
+0.39%
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