Schwab Target 2015 Index Fund Institutional Shares
FundSWYBXNASDAQ0.00 n/a
+0.00%(+0.00)
About
This fund's primary objective is achieved by investing predominantly in affiliated exchange-traded funds (ETFs) provided by Schwab. Under normal market conditions, it commits at least 80% of its total assets (including any funds borrowed for investment purposes) to underlying funds whose strategy is to track the returns of specific market indices. The fund's management is specifically tailored to the target retirement date stated in its name, operating on the premise of an investor retiring at age 65.
Key Facts
Expense Ratio
0.08%
Assets Under Management
$90.71M
NAV
$14.13
Holdings
9
Inception Date
2016-08-25
Asset Class
—
Issuer
Schwab
Avg. Volume
0
Market Cap
$92.76M
Beta
0.75
52-Week Range
$13.22$14.16$14.21
52W LowCurrent52W High
Performance
1 Week
+0.57%
1 Month
+0.00%
3 Months
+5.90%
YTD
+5.19%
1 Year
+6.37%
3 Years
+21.28%
5 Years
+9.07%
Sector Exposure
- Basic Materials3.02%
- Cash & Others0.02%
- Communication Services7.89%
- Consumer Cyclical8.67%
- Consumer Defensive4.35%
- Energy3.40%
- Financial Services13.32%
- Healthcare7.81%
- Industrials10.50%
- Real Estate8.06%
- Technology30.75%
- Utilities2.21%
Top Holdings
Holdings data isn't available for this fund yet.