NasdaqGM - Delayed Quote USD
Schwab Capital Trust - Schwab Target 2040 Index Fund (SWYGX)
16.95
+1.03
+(6.47%)
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
- Comerica Bank
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Scottrade TF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- 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
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Commonwealth (PPS Access Program)
- Commonwealth (PPS/Advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | Schwab Funds |
| Net Assets | 1.19B |
| YTD Return | -0.29% |
| Yield | 2.29% |
| Morningstar Rating | |
| Inception Date | Aug 25, 2016 |
Performance & Risk
| YTD Return | -9.08% |
| 5y Average Return | 9.42% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
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