Schwab Target 2040 Fund Filter Stocks by Fundamentals
| SWYGX Fund | USD 18.36 0.01 0.05% |
Schwab Target 2040 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.
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Fund Asset Allocation for Schwab Target
The fund consists of 78.59% 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 | 629.68 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 15.36 % | ||||
| One Year Return | 22.22 % | ||||
| Three Year Return | 4.75 % | ||||
| Five Year Return | 9.23 % | ||||
| Net Asset | 101.37 M | ||||
| Last Dividend Paid | 0.09 | ||||
| Cash Position Weight | 1.98 % | ||||
| Equity Positions Weight | 78.59 % | ||||
| Bond Positions Weight | 19.28 % |
About Schwab Target Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Target 2040'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 2040 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.
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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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