Schwab Target 2035 Fund
SWIRX
NASDAQ
| Weiss Ratings | SWIRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SWIRX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (13), Patrick Kwok (6), Drew Hayes (2) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWIRX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2035 Fund | |||
| Category | Target-Date 2035 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 12, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWIRX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.15% | |||
| Dividend | SWIRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.24% | |||
| Asset Allocation | SWIRX-NASDAQ | Click to Compare |
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| Cash | -0.16% | |||
| Stock | 69.06% | |||
| U.S. Stock | 46.69% | |||
| Non-U.S. Stock | 22.37% | |||
| Bond | 31.06% | |||
| U.S. Bond | 23.02% | |||
| Non-U.S. Bond | 8.04% | |||
| Preferred | 0.03% | |||
| Convertible | 0.02% | |||
| Other Net | -0.01% | |||
| Price History | SWIRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.32% | |||
| 30-Day Total Return | 3.41% | |||
| 60-Day Total Return | 5.11% | |||
| 90-Day Total Return | 11.59% | |||
| Year to Date Total Return | 8.45% | |||
| 1-Year Total Return | 10.72% | |||
| 2-Year Total Return | 26.37% | |||
| 3-Year Total Return | 39.95% | |||
| 5-Year Total Return | 51.45% | |||
| Price | SWIRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SWIRX-NASDAQ | Click to Compare |
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| Nav | $18.48 | |||
| 1-Month Low NAV | $17.99 | |||
| 1-Month High NAV | $18.49 | |||
| 52-Week Low NAV | $15.70 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.49 | |||
| 52-Week High Price (Date) | Jul 10, 2025 | |||
| Beta / Standard Deviation | SWIRX-NASDAQ | Click to Compare |
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| Beta | 0.76 | |||
| Standard Deviation | 12.87 | |||
| Balance Sheet | SWIRX-NASDAQ | Click to Compare |
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| Total Assets | 629.34M | |||
| Operating Ratios | SWIRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.45% | |||
| Turnover Ratio | 11.00% | |||
| Performance | SWIRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.73% | |||
| Last Bear Market Total Return | -13.11% | |||