NasdaqGM - Delayed Quote USD
Schwab Target 2055 (SWORX)
17.12
+0.04
+(0.23%)
At close: 8:02:14 PM EDT
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- Previous Close
17.08 - YTD Return -0.87%
- Expense Ratio 0.56%
- Category Target-Date 2055
- Last Cap Gain 20.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 223.82M
- Beta (5Y Monthly) 1.29
- Yield 1.81%
- 5y Average Return --
- Holdings Turnover 4.00%
- Last Dividend 0.31
- Inception Date Jan 23, 2013
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 2055
Fund Category
223.82M
Net Assets
2013-01-23
Inception Date
Performance Overview: SWORX
View MoreTrailing returns as of 4/28/2025. Category is Target-Date 2055.
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SWOBX Schwab Balanced
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+0.06%
SWBRX Schwab Target 2010
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SWASX Schwab Global Real Estate
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NSEIX Nicholas Equity Income Fund
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Holdings: SWORX
View MoreSector Weightings
SectorSWORX
Technology 22.55%
Financial Services 14.23%
Healthcare 11.64%
Industrials 11.25%
Consumer Cyclical 10.79%
Communication Services 8.11%
Real Estate 7.79%
Consumer Defensive 5.06%
Energy 3.55%
Basic Materials 3.07%
Utilities 1.97%
Recent News: SWORX
View MoreResearch Reports: SWORX
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