NasdaqGM - Delayed Quote USD
Schwab Target 2015 (SWGRX)
10.84
+0.01
+(0.09%)
At close: 8:02:14 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- RBC Wealth Management-Advisory Eligible
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Scottrade TF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- ADP Access Open Fund Architecture
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. It 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.
Fund Overview
| Category | Target-Date 2015 |
| Fund Family | Schwab Funds |
| Net Assets | 49.34M |
| YTD Return | 0.94% |
| Yield | 3.05% |
| Morningstar Rating | |
| Inception Date | Mar 12, 2008 |
Performance & Risk
| YTD Return | 1.03% |
| 5y Average Return | 5.35% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
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