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NasdaqGM - Delayed Quote USD

Schwab Target 2025 (SWHRX)

14.48
+0.04
+(0.28%)
As of 8:07:15 AM EDT. Market Open.
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  • Previous Close 14.44
  • YTD Return 0.91%
  • Expense Ratio 0.32%
  • Category Target-Date 2025
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 414.41M
  • Beta (5Y Monthly) 0.92
  • Yield 3.01%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.45
  • Inception Date Mar 12, 2008

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 in 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 2025

Fund Category

414.41M

Net Assets

2008-03-12

Inception Date

More about Schwab Target 2025

Performance Overview: SWHRX

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

YTD Return

SWHRX
0.91%
Category
6.61%
 

1-Year Return

SWHRX
5.76%
Category
21.54%
 

3-Year Return

SWHRX
3.94%
Category
10.23%
 

5-Year Return

SWHRX
8.40%
Category
9.75%
 

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SWDSX Schwab Dividend Equity
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SICNX Schwab International Core Equity
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SFILX Schwab Fundamental Intl Sm Eq Idx
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SWLSX Schwab Large-Cap Growth
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SWKRX Schwab Monthly Income Flexible Payout
10.27
+0.29%
 
SWBGX Schwab MarketTrack Balanced
18.66
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Holdings: SWHRX

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Sector Weightings

SectorSWHRX
Technology   23.52%
Financial Services   13.47%
Healthcare   11.77%
Consumer Cyclical   10.56%
Industrials   10.52%
Communication Services   8.38%
Real Estate   8.13%
Consumer Defensive   5.17%
Energy   3.52%
Basic Materials   2.83%
Utilities   2.13%
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Recent News: SWHRX

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Research Reports: SWHRX

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