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Schwab Target 2035 SWIRX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 17.01  /  −0.12 %
  • Total Assets 593.0 Mil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.02%
  • Turnover 10%

USD | NAV as of Jun 22, 2024 | 1-Day Return as of Jun 22, 2024, 12:27 AM GMT+0

Morningstar’s Analysis SWIRX

Will SWIRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sensible structure that follows industry standards.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The adequately resourced team at Schwab presses on with a sensible approach in this target-date series, despite some turnover.

Rated on Published on

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Portfolio Holdings SWIRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 73.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab® S&P 500 Index

19.04 112.0 Mil

Schwab International Opportunities

10.38 61.1 Mil

Schwab US Aggregate Bond Index

9.59 56.4 Mil

Schwab® International Core Equity

7.70 45.3 Mil

Dodge & Cox Stock I

4.86 28.6 Mil

Schwab Select Large Cap Growth

4.57 26.9 Mil

Schwab Global Real Estate

4.55 26.8 Mil

ClearBridge Large Cap Growth IS

4.43 26.1 Mil

Schwab Fundamental US Large Company Idx

4.00 23.5 Mil

PIMCO International Bond (USD-Hdg) Instl

3.93 23.1 Mil