Schwab Target is trading at 19.96 as of the 3rd of December 2024; that is 0.71 percent up since the beginning of the trading day. The fund's open price was 19.82. Schwab Target has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 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 9th of December 2023 and ending today, the 3rd of December 2024. 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 2055
Schwab Target 2055 [SWYJX] is traded in USA and was established 3rd of December 2024. Schwab Target is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Target-Date 2055 category and is part of Schwab Funds family. This fund at this time has accumulated 30.28 M in assets with no minimum investment requirementsSchwab Target 2055 is currently producing year-to-date (YTD) return of 18.91% with the current yeild of 0.02%, while the total return for the last 3 years was 6.46%.
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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 2055 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.
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.