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Schwab Target 2050 Index Fund (SWYMX)

US Funds

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20.420 -0.020 -0.10%

18/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.2B

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SWYMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2050 Index Fund (SWYMX) fund. Our Schwab Target 2050 Index Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.000	1.000
Shares	89.810	89.810
Bonds	9.130	9.130
Preferred	0.010	0.010
Other	0.050	0.050

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.812	17.517
Price to Book	2.590	2.572
Price to Sales	2.031	1.873
Price to Cash Flow	11.383	10.613
Dividend Yield	2.237	2.236
5 Years Earnings Growth	8.886	10.423

Sector Allocation

Name	Net %	Category Average
Technology	23.130	22.319
Financial Services	16.500	16.575
Industrials	10.790	11.380
Consumer Cyclical	9.950	10.933
Healthcare	8.900	11.541
Real Estate	8.640	3.655
Communication Services	7.320	7.143
Consumer Defensive	5.660	6.076
Energy	3.360	3.995
Basic Materials	3.250	3.829
Utilities	2.490	2.557

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab US Large-Cap	US8085242019	50.17	24.86	-0.12%
Schwab International Equity	US8085248057	22.79	21.94	-0.23%
Schwab US Aggregate Bond	US8085248396	9.22	22.98	+0.13%
Schwab Emerging Markets Equity	US8085247067	5.88	30.75	-0.19%
Schwab US Small-Cap	US8085246077	5.80	26.08	-0.38%
Schwab U.S. REIT	US8085248479	5.49	21.33	+0.28%

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.36B	4.00	2.49	-
Schwab Treasury Infl Protected Sec	2.6B	4.72	2.30	2.59
Schwab Target 2040	1.25B	8.36	13.81	8.11
Schwab Target 2030	987.88M	7.28	11.60	7.09
Schwab Target 2035	633.67M	7.92	12.85	7.65

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