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Schwab Target 2030 Fund (SWDRX)

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17.19 -0.04    -0.23%
30/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1B
Schwab Target 2030 17.19 -0.04 -0.23%

SWDRX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2030 (SWDRX) fund. Our Schwab Target 2030 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.26 11.03 8.77
Stocks 61.07 61.07 0.00
Bonds 36.84 44.62 7.78
Convertible 0.03 0.03 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.05 17.48
Price to Book 2.57 2.60
Price to Sales 1.82 1.85
Price to Cash Flow 11.17 10.96
Dividend Yield 2.13 2.12
5 Years Earnings Growth 11.86 11.66

Sector Allocation

Name  Net % Category Average
Technology 24.13 21.87
Healthcare 12.70 12.48
Financial Services 12.30 15.01
Industrials 10.35 11.41
Consumer Cyclical 10.08 10.46
Real Estate 8.52 4.26
Communication Services 7.48 6.65
Consumer Defensive 5.21 6.33
Energy 4.12 4.60
Basic Materials 3.18 4.24
Utilities 1.93 2.73

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 1

Name ISIN Weight % Last Change %
Schwab® S&P 500 Index - 17.76 - -
Schwab US Aggregate Bond Index - 14.56 - -
Schwab International Opportunities - 8.72 - -
Baird Aggregate Bond Inst - 7.96 - -
Schwab® International Core Equity - 6.35 - -
Loomis Sayles Investment Grade Bond Y - 4.41 - -
Dodge & Cox Stock I - 4.38 - -
Schwab Short-Term Bond Index - 4.21 - -
Schwab Global Real Estate - 4.13 - -
Schwab Select Large Cap Growth - 3.95 - -

Top Bond Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab US Aggregate Bond Index 5.18B 4.60 -1.42 -
  Schwab Treasury Infl Protected Sec 2.44B 5.02 -0.62 2.44
  Schwab Target 2040 1.2B 14.66 5.28 8.09
  US80850L7837 978.89M 16.36 7.02 -
  Schwab Target 2035 615.56M 13.63 4.79 7.64
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