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SWYNX
Mutual Fund ticker: NASDAQ
AS OF
Apr 25 closing price
Price
$18.82
Change
+$0.07 (+0.37%)
Net Assets
800.5M

SWYNX Schwab Target 2060 Index 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 affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
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A.I. Advisor
published General Information

General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2060
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWYNX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWYNX
1D Price
Change %
SWYNX100%
+0.37%
FUIPX - SWYNX
99%
Closely correlated
+0.44%
FDKVX - SWYNX
98%
Closely correlated
+0.48%
FNSFX - SWYNX
98%
Closely correlated
+0.49%
FCKTX - SWYNX
97%
Closely correlated
+0.57%
CCKTX - SWYNX
96%
Closely correlated
+0.53%
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