Schwab Target 2060 Fund Total Asset
| SWPRX Fund | USD 16.46 0.02 0.12% |
Schwab Target 2060 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 2060 Mutual Fund Total Asset Analysis
Schwab Target's Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.
Current Schwab Target Total Asset | 42.71 M |
Most of Schwab Target's fundamental indicators, such as Total Asset, 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 2060 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Total Asset is typically divided on the balance sheet on current asset and long-term asset. Long-term is the value of company property and other capital assets that are expected to be useable for more than one year. Long term assets are reported net of depreciation. On the other hand current assets are assets that are expected to be sold or converted to cash as part of normal business operation.
| Competition |
Based on the latest financial disclosure, Schwab Target 2060 has a Total Asset of 42.71 M. This is much higher than that of the Schwab Funds family and significantly higher than that of the Target-Date 2060+ category. The total asset for all United States funds is notably lower than that of the firm.
Did you try this?
Run Portfolio File Import Now
Portfolio File ImportQuickly import all of your third-party portfolios from your local drive in csv format |
| All Next | Launch Module |
Fund Asset Allocation for Schwab Target
The fund consists of 91.43% investments in stocks, with the rest of investments allocated between bonds, cashand 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
| Total Asset | 42.71 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 16.94 % | ||||
| One Year Return | 24.25 % | ||||
| Three Year Return | 4.36 % | ||||
| Five Year Return | 9.98 % | ||||
| Net Asset | 10.92 M | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | 3.00 % | ||||
| Equity Positions Weight | 91.43 % | ||||
| Bond Positions Weight | 5.23 % |
About Schwab Target Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Target 2060'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 2060 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.
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.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |