SWCRX
Schwab Target 2020 Fund
1W: -0.7%
1M: -1.7%
3M: -1.8%
YTD: +3.1%
1Y: -5.0%
3Y: +23.8%
5Y: +10.9%
$13.37
+0.03 (+0.22%)
Weekly Expected Move ±0.9%
$13
$13
$13
$13
$14
Key Statistics
AUM$275M
Holdings9
Top 10 Wt61.8%
Volume0
Avg Volume0
Beta0.78
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2005-07-01
Sector Allocation
Financial Services
61.8%
Other
37.9%
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Schwab U.S. Aggregate Bond Index Fund | SWAGX | 23.55% | $67.8M | 7,598,956 |
| 2 | Schwab S&P 500 Index Fund | SWPPX | 14.79% | $42.6M | 2,297,740 |
| 3 | Baird Aggregate Bond Fund | BAGIX | 11.97% | $34.5M | 3,504,985 |
| 4 | Schwab Short-Term Bond Index Fund | — | 6.99% | $20.1M | 2,094,769 |
| 5 | Schwab Treasury Inflation Protected Securities Index Fund | — | 6.09% | $17.5M | 1,680,370 |
| 6 | Schwab International Opportunities Fund | — | 5.17% | $14.9M | 572,215 |
| 7 | Schwab Select Large Cap Growth Fund | — | 4.35% | $12.5M | 473,750 |
| 8 | Schwab International Core Equity Fund | — | 4.06% | $11.7M | 719,396 |
| 9 | Dodge & Cox Stock Fund | DODGX | 3.09% | $8.9M | 524,299 |
| 10 | Schwab Global Real Estate Fund | — | 2.46% | $7.1M | 971,031 |