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NasdaqGM - Delayed Quote USD

Schwab Target 2060 (SWPRX)

15.48
+0.03
+(0.19%)
At close: 8:02:14 PM EDT
Loading Chart for SWPRX
  • Previous Close 15.45
  • YTD Return -0.84%
  • Expense Ratio 0.58%
  • Category Target-Date 2060+
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 91.79M
  • Beta (5Y Monthly) 1.31
  • Yield 1.74%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 0.27
  • Inception Date Aug 25, 2016

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 2060+

Fund Category

91.79M

Net Assets

2016-08-25

Inception Date

Performance Overview: SWPRX

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Trailing returns as of 4/28/2025. Category is Target-Date 2060+.

YTD Return

SWPRX
0.84%
Category
6.10%
 

1-Year Return

SWPRX
5.36%
Category
14.41%
 

3-Year Return

SWPRX
5.65%
Category
4.94%
 

5-Year Return

SWPRX
14.09%
Category
9.53%
 

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Holdings: SWPRX

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Sector Weightings

SectorSWPRX
Technology   21.61%
Healthcare   12.20%
Industrials   11.11%
Real Estate   7.63%
Energy   3.81%
Utilities   2.02%

Recent News: SWPRX

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Research Reports: SWPRX

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