Schwab Target Mutual Fund Money Managers
| SWYOX Fund | USD 15.45 0.11 0.72% |
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.
Schwab |
| Symbol | SWYOX |
| Name | Schwab Target 2065 |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Schwab Target 2065 Leadership is currently not available.
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| FSLY | Fastly Class A | |
| MOB | Mobilicom Limited American | |
| CMG | Chipotle Mexican Grill | |
| CSAN | Cosan SA ADR | |
| RKT | Rocket Companies |
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Schwab Target Net Asset Comparison
Schwab Target 2065 is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Target-Date 2065+ category is currently estimated at about 2.69 Billion. Schwab Target holds roughly 82.36 Million in net asset claiming about 3% of funds listed under Target-Date 2065+ category.
Schwab Target 2065 Benchmark Summation
The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Lowest value over a specified period line plots minimum value of Schwab Target 2065 price series.
About Schwab Target Management Performance
The success or failure of an entity such as Schwab Target 2065 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 affiliated Schwab exchange-traded funds . These underlying funds invest their assets directly in equity, fixed income, cash and cash equivalents in accordance with their own investment objectives and policies. The fund is managed based on the specific retirement date included in its name and assumes a retirement age of 65.
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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