Schwab Target 2040 Fund Quote
| SWYGX Fund | USD 17.60 0.10 0.56% |
PerformanceWeak
| Odds Of DistressLow
|
Schwab Target is trading at 17.60 as of the 20th of March 2025; that is 0.56 percent down since the beginning of the trading day. The fund's open price was 17.7. 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 affiliated Schwab exchange-traded funds . It has a policy to invest, under normal circumstances, at least 80 percent of its assets in underlying funds that are managed to seek investment returns that track particular market indices. More on Schwab Target 2040
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Schwab Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Schwab Target 2040 [SWYGX] is traded in USA and was established 20th of March 2025. Schwab Target is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of Schwab Funds family. This fund at this time has accumulated 101.37 M in assets with no minimum investment requirementsSchwab Target 2040 is currently producing year-to-date (YTD) return of 0.23% with the current yeild of 0.02%, while the total return for the last 3 years was 7.97%.
Check Schwab Target Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Target 2040 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Target 2040 Mutual Fund Constituents
| SCHA | Schwab Small Cap ETF | Etf | Small Blend | |
| SCHE | Schwab Emerging Markets | Etf | Diversified Emerging Mkts | |
| SCHF | Schwab International Equity | Etf | Foreign Large Blend | |
| SCHH | Schwab REIT ETF | Etf | Real Estate | |
| SCHO | Schwab Short Term Treasury | Etf | Short Government | |
| SCHX | Schwab Large Cap ETF | Etf | Large Blend | |
| SCHZ | Schwab Aggregate Bond | Etf | Intermediate Core Bond |
Schwab Target 2040 Risk Profiles
| Mean Deviation | 0.567 | |||
| Standard Deviation | 0.736 | |||
| Variance | 0.5418 | |||
| Risk Adjusted Performance | (0.04) |
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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