Schwab Target Mutual Fund Money Managers

SWERX Fund  USD 19.42  0.10  0.52%   
Break down of Schwab Target's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Schwab Target's future under-performance.
  
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Symbol  SWERX
Name  Schwab Target 2040
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Schwab Target 2040 Leadership is currently not available.

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Schwab Target Net Asset Comparison

Schwab Target 2040 is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Target-Date 2040 category is currently estimated at about 12.04 Billion. Schwab Target holds roughly 1.06 Billion in net asset claiming about 9% of funds listed under Target-Date 2040 category.

Schwab Target 2040 Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Schwab Target 2040 Price Series Summation is a cross summation of Schwab Target price series and its benchmark/peer.

About Schwab Target Management Performance

The success or failure of an entity such as Schwab Target 2040 often depends on how effective the management is. Schwab Target management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Schwab management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Schwab management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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 . The fund invests in the underlying funds in accordance with its target portfolio allocation.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Schwab Mutual Fund

Schwab Target financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Target security.
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