The adequately resourced team at Schwab presses on with a sensible approach in this target-date series, despite some turnover.
Schwab Target 2010 SWBRX
- NAV / 1-Day Return 13.49 / +0.60 %
- Total Assets 41.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.260%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2000-2010
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.77%
- Turnover 14%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis SWBRX
Will SWBRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 83.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Schwab US Aggregate Bond Index | 26.83 | 11.2 Mil | — |
Baird Aggregate Bond Inst | 14.97 | 6.2 Mil | — |
Schwab® S&P 500 Index | 12.38 | 5.2 Mil | — |
Schwab Short-Term Bond Index | 8.05 | 3.4 Mil | — |
Schwab Treasury Infl Protected Secs Idx | 6.59 | 2.7 Mil | — |
Schwab International Opportunities | 4.09 | 1.7 Mil | — |
Schwab® International Core Equity | 3.07 | 1.3 Mil | — |
Dodge & Cox Stock I | 2.69 | 1.1 Mil | — |
Schwab Variable Share Price Money Ultra | 2.61 | 1.1 Mil | Cash and Equivalents |
Schwab Select Large Cap Growth | 2.51 | 1.0 Mil | — |