Schwab Target 2055 Fund (SWORX)
The Schwab Target 2055 Fd (SWORX) is a mutual fund that is designed to help investors reach their financial goals by targeting a specific year, in this case 2055. This fund is managed by Schwab, a reputable financial institution, and aims to provide a diversified portfolio of investments that align with the target date. As the target date approaches, the fund will gradually shift towards more conservative investments to help protect the investor's assets. SWORX is a suitable option for investors with a long-term investment horizon and a desire for a hands-off approach to managing their portfolio.
SWORX Mutual Fund Chart & Stats
$21.57
At close: 4:00 PM EDT- Previous Close
- $21.57
- Sub-Category
- 2055
- Total Liabilities
- $23.48K
- Expense Ratio
- 0.56%
- Holding Count
- 20
- Brand
- Schwab Capital Trust
- Category
- Target-Date Retirement
- Total Assets
- 227.43M
- Shares Outstanding
- N/A
- 52-Week Range
- $18.95 - $22.56
Top 10 Holdings
| Name | Weight % |
|---|---|
| SWPPXSchwab S&P 500 Index Fund- Select Shares | 19.69% |
| SWMIXLaudus International MarketMasters Fund | 13.76% |
| SICNXSchwab International Core Equity Fund Institutional Shs | 10.31% |
| LGILXLaudus Growth Investors U.S. Large Cap Growth Fd | 9.11% |
| SFLNXSchwab Fundamental US Lg Company Index Fund Insti Shs | 6.21% |
| DODGXDodge & Cox Stock Fund | 6.17% |
| SWSCXSchwab Small-Cap Equity Fund Select Shares | 5.58% |
| GERIXGoldman Sachs Emerging Mkts Equity Insight Fd Inst | 5.36% |
| SWASXSchwab Global Real Estate Fund Select Shs | 4.82% |
| SWANXSchwab Core Equity Fund | 4.57% |
| Total | 85.59% |
Recently Viewed
No data currently available
