Schwab Target 2040 Fund Quote
| SWERX Fund | USD 18.57 0.13 0.70% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Schwab Target is trading at 18.57 as of the 30th of January 2025; that is 0.70 percent increase since the beginning of the trading day. The fund's open price was 18.44. Schwab Target has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. Click here to learn more.
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.. More on Schwab Target 2040
Moving together with Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Schwab Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Target 2040 [SWERX] is traded in USA and was established 30th of January 2025. Schwab Target is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of Schwab Funds family. This fund at this time has accumulated 1.06 B in assets with no minimum investment requirementsSchwab Target 2040 is currently producing year-to-date (YTD) return of 3.29% with the current yeild of 0.02%, while the total return for the last 3 years was 6.27%.
Check Schwab Target Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Target 2040 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Target 2040 Mutual Fund Constituents
| DODGX | Dodge Stock Fund | Mutual Fund | Large Value | |
| GERIX | Goldman Sachs Emerging | Mutual Fund | Diversified Emerging Mkts | |
| LGILX | Laudus Large Cap | Mutual Fund | Large Growth | |
| MWTIX | Metropolitan West Total | Mutual Fund | Intermediate Core-Plus Bond | |
| SICNX | Schwab International E | Mutual Fund | Foreign Large Blend | |
| SWAGX | Schwab Aggregate Bond | Mutual Fund | Intermediate Core Bond | |
| SWANX | Schwab E Equity | Mutual Fund | Large Blend | |
| SWASX | Schwab Global Real | Mutual Fund | Global Real Estate |
Schwab Target 2040 Risk Profiles
| Mean Deviation | 0.4857 | |||
| Standard Deviation | 0.7356 | |||
| Variance | 0.5411 | |||
| Risk Adjusted Performance | (0.01) |
Schwab Target Against Markets
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.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |