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Schwab Target 2015 Fund (SWGRX)

US Funds

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11.66 +0.02 +0.17%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Bond

Morningstar Rating:
Total Assets: 49.05M

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SWGRX Overview

Find basic information about the Schwab Target 2015 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 SWGRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change7.76%

Prev. Close11.64

Risk Rating

TTM Yield2.80%

ROE24.88%

IssuerSchwab Funds

Turnover7%

ROA9.58%

Inception Date39519

Total Assets49.05M

Expenses0%

Min. Investment100

Market Cap88.57B

CategoryTarget - Date 2015

What is your sentiment on Schwab Target 2015?

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Schwab Target 2015 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

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1002	1105	1076	1039	1276	1571
Fund Return	0.19%	10.48%	7.56%	1.29%	5%	4.62%
Place in category	18	2	9	58	49	32
% in Category	21	4	15	59	55	75

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.18B	1.96	-2.25	-
Schwab Treasury Infl Protected Sec	2.43B	3.11	-1.60	2.17
Schwab Target 2040	1.21B	12.15	3.16	7.60
Schwab Target 2030	1B	10.02	2.37	6.64
US80850L7837	1.01B	13.83	4.60	-

Top Funds for Target-Date 2015 Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds 2015 Trgt Date RetR6	3.2B	8.64	2.82	5.61
Fidelity Freedom 2015	2.62B	6.72	0.49	5.21
T. Rowe Price Retirement 2015	2.05B	8.65	1.81	5.85
Fidelity Freedom Index 2015 Instl	1.01B	6.79	0.75	-
TIAA-CREF Lifecycle Index 2015 Inst	942.62M	7.78	1.60	5.51

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	24.89	-	-
Schwab® S&P 500 Index	-	13.27	-	-
Baird Aggregate Bond Inst	-	13.26	-	-
Schwab Short-Term Bond Index	-	7.58	-	-
Schwab Treasury Infl Protected Secs Idx	-	6.47	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 201.	11.66	+0.02	+0.17%