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SWORX
Mutual Fund ticker: NASDAQ
AS OF
Jan 17 closing price
Price
$17.46
Change
+$0.11 (+0.63%)
Net Assets
228.94M

SWORX Schwab Target 2055 Forecast, Technical & Fundamental Analysis

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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 2055
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWORX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWORX
1D Price
Change %
SWORX100%
+0.63%
JFFPX - SWORX
98%
Closely correlated
+0.62%
FFLDX - SWORX
98%
Closely correlated
+0.70%
FTYPX - SWORX
98%
Closely correlated
+0.70%
RBMTX - SWORX
98%
Closely correlated
+0.66%
RRTVX - SWORX
96%
Closely correlated
+0.66%
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