Schwab Target 2030 Fund Quote

SWDRX Fund  USD 16.32  0.10  0.62%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Schwab Target is trading at 16.32 as of the 20th of March 2025; that is 0.62 percent increase since the beginning of the trading day. The fund's open price was 16.22. Schwab Target has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds and Laudus Funds. Schwab Target is traded on NASDAQ Exchange in the United States. More on Schwab Target 2030

Moving together with Schwab Mutual Fund

  0.97VTHRX Vanguard Target RetiPairCorr
  0.97AAETX American Funds 2030PairCorr
  0.88CCETX American Funds 2030PairCorr
  0.96FAETX American Funds 2030PairCorr
  0.97FSNQX Fidelity Freedom 2030PairCorr
  0.97FFFEX Fidelity Freedom 2030PairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationTarget-Date 2030, Schwab Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date27th of February 2023
Fiscal Year EndOctober
Schwab Target 2030 [SWDRX] is traded in USA and was established 20th of March 2025. The fund is listed under Target-Date 2030 category and is part of Schwab Funds family. This fund at this time has accumulated 964.36 M in assets with no minimum investment requirementsSchwab Target 2030 is currently producing year-to-date (YTD) return of 0.68% with the current yeild of 0.03%, while the total return for the last 3 years was 6.36%.
Check Schwab Target Probability Of Bankruptcy

Instrument Allocation

Top Schwab Target 2030 Mutual Fund Constituents

DODGXDodge Stock FundMutual FundLarge Value
LSIIXLoomis Sayles InvestmentMutual FundIntermediate Core-Plus Bond
LSITXClearbridge Large CapMutual FundLarge Growth
MWTIXMetropolitan West TotalMutual FundIntermediate Core-Plus Bond
PFORXPimco Foreign BondMutual FundWorld Bond-USD Hedged
SICNXSchwab International EMutual FundForeign Large Blend
SWAGXSchwab Aggregate BondMutual FundIntermediate Core Bond
SWANXSchwab E EquityMutual FundLarge Blend
More Details

Schwab Target 2030 Risk Profiles

Schwab Target Against Markets

Other Information on Investing in Schwab Mutual Fund

Schwab Target financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Target security.
Equity Valuation
Check real value of public entities based on technical and fundamental data
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities