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Schwab Target 2030 Fund (SWDRX)

US Funds

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17.27 -0.06 -0.35%

14/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 1B

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SWDRX Overview

Find basic information about the Schwab Target 2030 Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SWDRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change13.99%

Prev. Close17.33

Risk Rating

TTM Yield2.12%

ROE25.79%

IssuerN/A

Turnover7%

ROA11.69%

Inception Date38534

Total Assets1B

Expenses0%

Min. Investment100

Market Cap97.79B

CategoryTarget - Date 2030

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Schwab Target 2030 Fund Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1100	1014	1236	1073	1412	1903
Fund Return	10.02%	1.37%	23.59%	2.37%	7.14%	6.64%
Place in category	46	74	37	52	53	42
% in Category	24	39	23	27	40	51

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.17B	1.96	-2.25	-
Schwab Treasury Infl Protected Sec	2.43B	3.11	-1.60	2.17
Schwab Target 2040	1.21B	12.15	3.16	7.60
US80850L7837	993.98M	13.83	4.60	-
Schwab Target 2035	618.84M	11.17	2.81	7.17

Top Funds for Target-Date 2030 Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Target Retire Trust Plus30	104.56B	10.09	2.61	7.03
The Vanguard Target Retire 2030 Tr1	104.56B	10.09	2.60	7.02
The Vanguard Target Retire 2030 Tr2	104.56B	10.07	2.59	7.01
Vanguard Target Retirement 2030 Inv	96.67B	10.09	2.54	6.94
American Funds 2030 Trgt Date RetR6	35.06B	10.48	3.10	7.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	17.76	-	-
Schwab US Aggregate Bond Index	-	14.56	-	-
Schwab International Opportunities	-	8.72	-	-
Baird Aggregate Bond Inst	-	7.96	-	-
Schwab® International Core Equity	-	6.35	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	BUY	Strong Buy	Strong Buy
Summary	Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 203.	17.27	-0.06	-0.35%