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Schwab Target 2030 Fund (SWDRX)

US Funds

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15.80 +0.10 +0.64%

26/04 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Bond

Morningstar Rating:
Total Assets: 961.41M

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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 Change6.68%

Prev. Close15.7

Risk Rating

TTM Yield2.22%

ROE24.66%

IssuerSchwab Funds

Turnover9%

ROA10.06%

Inception Date38534

Total Assets961.41M

Expenses0%

Min. Investment100

Market Cap84.35B

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 3

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

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1049	1049	1154	1109	1420	1885
Fund Return	4.91%	4.91%	15.36%	3.52%	7.27%	6.54%
Place in category	59	59	20	45	61	39
% in Category	30	30	13	24	44	48

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	4.52B	-0.77	-2.56	-
Schwab Treasury Infl Protected Sec	2.58B	0.00	-0.62	2.11
Schwab Target 2040	1.12B	6.46	4.64	7.47
US80850L7837	791.23M	6.58	5.90	-
Schwab Target 2035	570.62M	5.80	4.15	7.06

Top Funds for Target-Date 2030 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2030 Tr1	99.73B	4.55	3.44	6.96
The Vanguard Target Retire 2030 Tr2	99.73B	4.55	3.43	6.95
Vanguard Target Retire Trust Plus30	99.73B	4.54	3.45	6.97
Vanguard Target Retirement 2030 Inv	92.8B	4.54	3.34	6.87
American Funds 2030 Trgt Date RetR6	32.11B	4.81	4.11	7.58

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	17.76	-	-
Schwab US Aggregate Bond Index	-	13.93	-	-
Schwab International Opportunities	-	8.71	-	-
Schwab® International Core Equity	-	6.39	-	-
Baird Aggregate Bond Inst	-	6.22	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 203.	15.80	+0.10	+0.64%