Schwab Target 2025 Fund Quote

SWHRX Fund  USD 14.46  0.04  0.28%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Schwab Target is trading at 14.46 as of the 20th of March 2025; that is 0.28 percent decrease since the beginning of the trading day. The fund's open price was 14.5. Schwab Target has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 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 2025

Moving together with Schwab Mutual Fund

  0.8VTTVX Vanguard Target RetiPairCorr
  0.68CCDTX American Funds 2025PairCorr
  0.61FFTWX Fidelity Freedom 2025PairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationTarget-Date 2025, Schwab Funds (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date27th of February 2023
Fiscal Year EndOctober
Schwab Target 2025 [SWHRX] is traded in USA and was established 20th of March 2025. The fund is listed under Target-Date 2025 category and is part of Schwab Funds family. This fund at this time has accumulated 493.34 M in assets with no minimum investment requirementsSchwab Target 2025 is currently producing year-to-date (YTD) return of 0.91% with the current yeild of 0.03%, while the total return for the last 3 years was 5.24%.
Check Schwab Target Probability Of Bankruptcy

Instrument Allocation

Top Schwab Target 2025 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 2025 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.
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