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Schwab Target 2050 Index Fund (SWYMX)

US Funds

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20.630 -0.040 -0.19%

11/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.22B

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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	0.970	0.970
Shares	89.770	89.770
Bonds	9.200	9.200
Preferred	0.010	0.010
Other	0.050	0.050

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.559	17.961
Price to Book	2.666	2.623
Price to Sales	2.095	1.904
Price to Cash Flow	11.758	10.813
Dividend Yield	2.198	2.213
5 Years Earnings Growth	8.935	10.283

Sector Allocation

Name	Net %	Category Average
Technology	24.140	22.776
Financial Services	16.410	16.529
Industrials	10.790	11.502
Consumer Cyclical	9.650	10.913
Healthcare	8.670	11.204
Real Estate	8.600	3.574
Communication Services	7.430	7.259
Consumer Defensive	5.330	5.996
Energy	3.340	3.907
Basic Materials	3.180	3.804
Utilities	2.450	2.537

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	50.08	25.45	+1.11%
Schwab International Equity	US8085248057	22.80	22.65	+1.09%
Schwab US Aggregate Bond	US8085248396	9.25	23.17	-0.06%
Schwab Emerging Markets Equity	US8085247067	5.89	31.34	+1.18%
Schwab US Small-Cap	US8085246077	5.79	26.41	+2.72%
Schwab U.S. REIT	US8085248479	5.52	20.88	+0.58%

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.34B	3.65	1.54	-
Schwab Treasury Infl Protected Sec	2.65B	4.82	0.90	2.58
Schwab Target 2040	1.26B	8.80	11.56	8.01
Schwab Target 2030	996.42M	7.59	9.61	6.99
Schwab Target 2035	640.82M	8.27	10.69	7.55

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