Schwab Target 2055 Fund Quote

SWORX Fund  USD 18.24  0.01  0.05%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Schwab Target is trading at 18.24 as of the 2nd of December 2024; that is 0.05 percent decrease since the beginning of the trading day. The fund's open price was 18.25. Schwab Target has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Schwab Target 2055 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of January 2024 and ending today, the 2nd of December 2024. 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 2055

Moving together with Schwab Mutual Fund

  0.98VFFVX Vanguard Target RetiPairCorr
  0.83FAJTX American Funds 2055PairCorr
  0.97AAMTX American Funds 2055PairCorr
  0.97CCJTX American Funds 2055PairCorr
  0.98FTYPX Fidelity Freedom IndexPairCorr
  0.98TRJMX T Rowe PricePairCorr

Moving against Schwab Mutual Fund

  0.63KF Korea ClosedPairCorr

Schwab Mutual Fund Highlights

Fund ConcentrationTarget-Date 2055, Schwab Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date27th of February 2023
Fiscal Year EndOctober
Schwab Target 2055 [SWORX] is traded in USA and was established 2nd of December 2024. The fund is listed under Target-Date 2055 category and is part of Schwab Funds family. This fund at this time has accumulated 167.64 M in assets with no minimum investment requirementsSchwab Target 2055 is currently producing year-to-date (YTD) return of 17.87% with the current yeild of 0.02%, while the total return for the last 3 years was 5.22%.
Check Schwab Target Probability Of Bankruptcy

Instrument Allocation

Top Schwab Target 2055 Mutual Fund Constituents

DODGXDodge Stock FundMutual FundLarge Value
GERIXGoldman Sachs EmergingMutual FundDiversified Emerging Mkts
LGILXLaudus Large CapMutual FundLarge Growth
SFLNXSchwab Fundamental LargeMutual FundLarge Value
SICNXSchwab International EMutual FundForeign Large Blend
SWANXSchwab E EquityMutual FundLarge Blend
SWASXSchwab Global RealMutual FundGlobal Real Estate
SWDSXSchwab Dividend EquityMutual FundLarge Value
More Details

Schwab Target 2055 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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