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Schwab Target 2025 Fund (SWHRX)

US Funds

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14.15 +0.02 +0.14%

15/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Bond

Morningstar Rating:
Total Assets: 401M

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Schwab Target 2025 Fund Overview

Find basic information about the Schwab Target 2025 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 SWHRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8085092513)

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Rating

1-Year Change - 1.19%

Prev. Close14.13

Risk Rating

TTM Yield3.01%

ROE26.21%

IssuerSchwab Funds

Turnover12%

ROA11.71%

Inception Date39519

Total Assets401M

Expenses0%

Min. Investment100

Market Cap108.28B

CategoryTarget - Date 2025

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1009	1009	1058	1123	1496	1742
Fund Return	0.91%	0.91%	5.76%	3.94%	8.4%	5.7%
Place in category	119	119	64	37	69	40
% in Category	61	61	40	29	53	55

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.31B	2.72	0.45	-
Schwab Treasury Infl Protected Sec	2.51B	4.22	0.03	2.42
Schwab Target 2040	1.12B	-0.39	5.27	7.22
US80850L7837	1.01B	-0.65	6.05	-
Schwab Target 2030	916.95M	0.37	4.57	6.38

Top Funds for Target-Date 2025 Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Target Retirement 2025 Fun	75.09B	0.64	4.08	6.16
The Vanguard Target Retire 2025 Tr1	73.39B	0.67	4.15	6.25
The Vanguard Target Retire 2025 Tr2	73.39B	0.67	4.13	6.23
Vanguard Target Retire Trust Plus25	73.39B	0.68	4.16	6.26
American Funds 2025 Trgt Date RetR6	21.5B	1.97	4.58	6.71

Top Holdings

Name	ISIN	Weight %	Last	Change %
Schwab US Aggregate Bond Index	-	23.04	-	-
Schwab® S&P 500 Index	-	14.54	-	-
Baird Aggregate Bond Inst	-	11.76	-	-
Schwab Short-Term Bond Index	-	6.93	-	-
Schwab Treasury Infl Protected Secs Idx	-	6.00	-	-

Technical Summary

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

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