Schwab Target 2015 Fund Quote
| SWGRX Fund | USD 10.77 0.04 0.37% |
PerformanceVery Weak
| Odds Of DistressLow
|
Schwab Target is trading at 10.77 as of the 26th of April 2025; that is 0.37 percent increase since the beginning of the trading day. The fund's open price was 10.73. Schwab Target has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of January 2025 and ending today, the 26th of April 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. It may also invest in affiliated Schwab ETFs and 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 2015
Moving together with Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Blend Funds, Target-Date 2015 Funds, Target-Date 2015, Schwab Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Target 2015 [SWGRX] is traded in USA and was established 26th of April 2025. Schwab Target is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Target-Date 2015 category and is part of Schwab Funds family. This fund at this time has accumulated 54.83 M in assets with no minimum investment requirementsSchwab Target 2015 is currently producing year-to-date (YTD) return of 0.84% with the current yeild of 0.03%, while the total return for the last 3 years was 3.61%.
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 2015 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 2015 Mutual Fund Constituents
| BAGIX | Baird Aggregate Bond | Mutual Fund | Intermediate Core Bond | |
| DODGX | Dodge Stock Fund | Mutual Fund | Large Value | |
| LSITX | Clearbridge Large Cap | Mutual Fund | Large Growth | |
| MBFIX | Total Return Bond | Mutual Fund | Intermediate Core Bond | |
| 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 |
Schwab Target 2015 Risk Profiles
| Mean Deviation | 0.46 | |||
| Standard Deviation | 0.6776 | |||
| Variance | 0.4591 | |||
| Risk Adjusted Performance | (0.05) |
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.
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