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Schwab Target 2015 Fund (SWGRX)

US Funds

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10.57 +0.01 +0.09%

17/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 47.84M

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SWGRX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2015 (SWGRX) fund. Our Schwab Target 2015 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.87	7.19	4.32
Shares	39.07	39.07	0.00
Bonds	58.14	61.52	3.38
Convertible	0.02	0.02	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.63	16.68
Price to Book	2.69	2.46
Price to Sales	1.93	1.83
Price to Cash Flow	11.51	10.11
Dividend Yield	2.04	2.24
5 Years Earnings Growth	10.43	11.20

Sector Allocation

Name	Net %	Category Average
Technology	24.48	20.16
Financial Services	12.80	16.26
Healthcare	12.41	11.39
Industrials	10.47	10.96
Consumer Cyclical	10.29	10.56
Communication Services	8.15	6.40
Real Estate	7.54	5.50
Consumer Defensive	5.20	6.43
Energy	3.56	4.97
Basic Materials	2.96	4.41
Utilities	2.15	2.95

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 21

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	25.84	-	-
Baird Aggregate Bond Inst	-	14.07	-	-
Schwab® S&P 500 Index	-	13.58	-	-
Schwab Short-Term Bond Index	-	7.71	-	-
Schwab Treasury Infl Protected Secs Idx	-	6.38	-	-
Schwab International Opportunities	-	4.81	-	-
Schwab® International Core Equity	-	3.50	-	-
Schwab Select Large Cap Growth	-	3.12	-	-
Dodge & Cox Stock I	-	2.82	-	-
Schwab Global Real Estate	-	2.19	-	-

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.33B	2.72	0.45	-
Schwab Treasury Infl Protected Sec	2.52B	4.22	0.03	2.42
Schwab Target 2040	1.11B	-0.39	5.27	7.22
US80850L7837	998.85M	-0.65	6.05	-
Schwab Target 2030	911.79M	0.37	4.57	6.38

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