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Schwab Target 2040 Fund (SWERX)

US Funds

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19.38 +0.08 +0.41%

27/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.24B

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SWERX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2040 (SWERX) fund. Our Schwab Target 2040 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	0.26	8.52	8.26
Shares	77.37	77.39	0.02
Bonds	22.33	28.00	5.67
Convertible	0.01	0.01	0.00
Preferred	0.02	0.02	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.86	17.18
Price to Book	2.43	2.54
Price to Sales	1.76	1.85
Price to Cash Flow	10.56	10.52
Dividend Yield	2.34	2.22
5 Years Earnings Growth	8.93	10.55

Sector Allocation

Name	Net %	Category Average
Technology	21.86	21.46
Financial Services	14.77	16.44
Healthcare	12.21	11.69
Industrials	10.80	11.48
Consumer Cyclical	10.17	10.85
Communication Services	8.09	7.00
Real Estate	7.72	4.10
Consumer Defensive	5.44	6.24
Energy	3.72	4.09
Basic Materials	3.18	3.93
Utilities	2.04	2.72

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	19.23	-	-
Schwab International Opportunities	-	11.91	-	-
Schwab® International Core Equity	-	8.81	-	-
Schwab Select Large Cap Growth	-	7.67	-	-
Schwab US Aggregate Bond Index	-	7.20	-	-
Dodge & Cox Stock I	-	5.37	-	-
Schwab Global Real Estate	-	4.78	-	-
Schwab Fundamental US Large Company Idx	-	4.58	-	-
Schwab Core Equity	-	3.91	-	-
Schwab Small-Cap Equity	-	3.80	-	-

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.35B	2.38	1.44	-
Schwab Treasury Infl Protected Sec	2.58B	3.72	0.89	2.39
US80850L7837	1.17B	4.46	10.62	-
Schwab Target 2030	985.3M	3.92	8.05	6.59
Schwab Target 2035	627.12M	4.17	8.86	7.11

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