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SWRSX
Mutual Fund ticker: NASDAQ
AS OF
Aug 4 closing price
Price
$10.45
Change
+$0.03 (+0.29%)
Net Assets
2.62B

SWRSX Schwab Treasury Infl Protected Secs Idx Forecast, Technical & Fundamental Analysis

The investment seeks as closely as possible, before fees and expenses, the total return of the Bloomberg US Treasury Inflation-Linked Bond Index composed of inflation-protected U... Show more

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A.I.Advisor
published Highlights

Industry description

The investment seeks as closely as possible, before fees and expenses, the total return of the Bloomberg US Treasury Inflation-Linked Bond Index composed of inflation-protected U.S. Treasury securities. The index includes all publicly-issued TIPS that have at least one year remaining to maturity, are rated investment grade and have $500 million or more of outstanding face value. The fund will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. It may invest up to 10% of its net assets in securities not included in the index.
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A.I. Advisor
published General Information

General Information

Category InflationProtectedBond

Profile
Fundamentals
Details
Category
Inflation-Protected Bond
Address
Schwab Investments.101 Montgomery StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWRSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWRSX has been closely correlated with FIPDX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWRSX jumps, then FIPDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWRSX
1D Price
Change %
SWRSX100%
N/A
FIPDX - SWRSX
97%
Closely correlated
N/A
PRNPX - SWRSX
95%
Closely correlated
N/A
BFIAX - SWRSX
95%
Closely correlated
+0.21%
RILDX - SWRSX
94%
Closely correlated
+0.21%
RILFX - SWRSX
94%
Closely correlated
+0.21%
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