Schwab Target 2030 Fund Fundamentals
| SWDRX Fund | USD 17.30 0.05 0.29% |
Schwab Target 2030 fundamentals help investors to digest information that contributes to Schwab Target's financial success or failures. It also enables traders to predict the movement of Schwab Mutual Fund. The fundamental analysis module provides a way to measure Schwab Target's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Schwab Target mutual fund.
Schwab |
Schwab Target 2030 Mutual Fund Price To Earning Analysis
Schwab Target's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Schwab Target Price To Earning | 18.19 X |
Most of Schwab Target's fundamental indicators, such as Price To Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Schwab Target 2030 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Schwab Target 2030 has a Price To Earning of 18.19 times. This is much higher than that of the Schwab Funds family and significantly higher than that of the Target-Date 2030 category. The price to earning for all United States funds is notably lower than that of the firm.
Schwab Target 2030 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Target's current stock value. Our valuation model uses many indicators to compare Schwab Target value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Target competition to find correlations between indicators driving Schwab Target's intrinsic value. More Info.Schwab Target 2030 is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Target 2030 is roughly 8.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Schwab Target's earnings, one of the primary drivers of an investment's value.Schwab Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Schwab Target's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Schwab Target could also be used in its relative valuation, which is a method of valuing Schwab Target by comparing valuation metrics of similar companies.Schwab Target is currently under evaluation in price to earning among similar funds.
Fund Asset Allocation for Schwab Target
The fund invests 54.8% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (34.72%) , cash (8.57%) and various exotic instruments.Asset allocation divides Schwab Target's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Schwab Fundamentals
| Price To Earning | 18.19 X | ||||
| Price To Book | 2.09 X | ||||
| Price To Sales | 1.38 X | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 11.31 % | ||||
| One Year Return | 17.98 % | ||||
| Three Year Return | 2.39 % | ||||
| Five Year Return | 7.08 % | ||||
| Ten Year Return | 8.55 % | ||||
| Net Asset | 964.36 M | ||||
| Last Dividend Paid | 0.18 | ||||
| Cash Position Weight | 8.57 % | ||||
| Equity Positions Weight | 54.80 % | ||||
| Bond Positions Weight | 34.72 % |
About Schwab Target Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Target 2030's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Target using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Target 2030 based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |