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NasdaqGM - Delayed Quote USD

Schwab Target 2010 (SWBRX)

13.09
+0.03
+(0.23%)
As of 8:09:25 AM EDT. Market Open.
Loading Chart for SWBRX
  • Previous Close 13.06
  • YTD Return 1.16%
  • Expense Ratio 0.25%
  • Category Target-Date 2000-2010
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 42.17M
  • Beta (5Y Monthly) 0.77
  • Yield 3.22%
  • 5y Average Return --
  • Holdings Turnover 11.00%
  • Last Dividend 0.43
  • Inception Date Jul 1, 2005

The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and unaffiliated third party mutual funds and ETFs (referred to herein as unaffiliated funds and, together with Schwab Funds and Schwab ETFs, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.

Schwab Funds

Fund Family

Target-Date 2000-2010

Fund Category

42.17M

Net Assets

2005-07-01

Inception Date

Performance Overview: SWBRX

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Trailing returns as of 4/28/2025. Category is Target-Date 2000-2010.

YTD Return

SWBRX
1.16%
Category
4.29%
 

1-Year Return

SWBRX
5.58%
Category
14.76%
 

3-Year Return

SWBRX
3.31%
Category
8.56%
 

5-Year Return

SWBRX
5.93%
Category
7.48%
 

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Holdings: SWBRX

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Sector Weightings

SectorSWBRX
Technology   23.94%
Healthcare   11.83%
Industrials   10.34%
Real Estate   7.89%
Energy   3.52%
Utilities   2.11%

Recent News: SWBRX

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Research Reports: SWBRX

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