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Schwab Target 2025 Fund (SWHRX)

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15.59 +0.04    +0.26%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 448.88M
Schwab Target 2025 15.59 +0.04 +0.26%

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 Change9.94%
Prev. Close15.55
Risk Rating
TTM Yield2.43%
ROE26.01%
IssuerSchwab Funds
Turnover7%
ROA11.73%
Inception Date39519
Total Assets448.88M
Expenses0%
Min. Investment100
Market Cap100.91B
CategoryTarget - Date 2025
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1084 1012 1206 1050 1339 1774
Fund Return 8.4% 1.19% 20.57% 1.65% 6% 5.9%
Place in category 88 97 88 66 67 38
% in Category 52 52 50 41 50 50

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 -

Top Funds for Target-Date 2025 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Target Retirement 2025 Fun 76.43B 8.98 2.02 6.35
  The Vanguard Target Retire 2025 Tr1 73.65B 9.02 2.09 6.45
  The Vanguard Target Retire 2025 Tr2 73.65B 8.99 2.07 6.43
  Vanguard Target Retire Trust Plus25 73.65B 9.03 2.10 6.46
  American Funds 2025 Trgt Date RetR6 22.83B 9.35 2.70 6.71

Top Holdings

Name ISIN Weight % Last Change %
Schwab US Aggregate Bond Index - 21.31 - -
Schwab® S&P 500 Index - 15.18 - -
Baird Aggregate Bond Inst - 11.78 - -
Schwab International Opportunities - 6.37 - -
Schwab Short-Term Bond Index - 6.37 - -

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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