Breaking News
Get 55% Off 0
NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stock
Read More
Close

Schwab Target 2055 Fund (0P0000X8C6)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
18.140 +0.090    +0.50%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 228.53M
Schwab Target 2055 Fund 18.140 +0.090 +0.50%

0P0000X8C6 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2055 Fund (0P0000X8C6) fund. Our Schwab Target 2055 Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 2.010 4.250 2.240
Stocks 92.320 92.320 0.000
Bonds 5.610 7.220 1.610
Convertible 0.030 0.030 0.000
Preferred 0.010 0.010 0.000
Other 0.040 0.060 0.020

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.822 17.368
Price to Book 2.225 2.720
Price to Sales 1.498 1.937
Price to Cash Flow 9.189 11.417
Dividend Yield 2.415 1.996
5 Years Earnings Growth 11.261 12.016

Sector Allocation

Name  Net % Category Average
Technology 22.340 22.983
Financial Services 12.710 15.121
Healthcare 12.220 12.574
Consumer Cyclical 11.320 10.811
Industrials 10.490 11.305
Real Estate 8.430 3.433
Communication Services 7.380 7.002
Consumer Defensive 5.350 5.957
Energy 4.070 4.173
Basic Materials 4.000 4.176
Utilities 1.690 2.462

Region Allocation

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

Top Holdings

Number of long holdings: 21

Number of short holdings: 1

Name ISIN Weight % Last Change %
Schwab® S&P 500 Index - 19.86 - -
Schwab International Opportunities - 13.43 - -
Schwab® International Core Equity - 9.67 - -
Schwab Select Large Cap Growth - 9.28 - -
Schwab Global Real Estate - 6.17 - -
Dodge & Cox Stock I - 6.11 - -
Schwab Fundamental US Large Company Idx - 5.84 - -
Schwab Small-Cap Equity - 5.49 - -
Goldman Sachs Em Mkts Eq Insghts Intl - 4.91 - -
Schwab Core Equity - 4.53 - -

Top Bond Funds by Schwab Funds

  Name Rating 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 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000X8C6 Comments

Write your thoughts about Schwab Target 2055 Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email