Schwab Target 2060 Fund
SWPRX
NASDAQ
| Weiss Ratings | SWPRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SWPRX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (8), Patrick Kwok (6), Drew Hayes (2) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWPRX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2060 Fund | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 25, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWPRX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.57% | |||
| Dividend | SWPRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.30% | |||
| Asset Allocation | SWPRX-NASDAQ | Click to Compare |
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| Cash | 1.59% | |||
| Stock | 93.63% | |||
| U.S. Stock | 59.27% | |||
| Non-U.S. Stock | 34.36% | |||
| Bond | 4.76% | |||
| U.S. Bond | 3.43% | |||
| Non-U.S. Bond | 1.33% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SWPRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.29% | |||
| 30-Day Total Return | 3.76% | |||
| 60-Day Total Return | 4.52% | |||
| 90-Day Total Return | 15.62% | |||
| Year to Date Total Return | 10.18% | |||
| 1-Year Total Return | 13.45% | |||
| 2-Year Total Return | 30.55% | |||
| 3-Year Total Return | 50.55% | |||
| 5-Year Total Return | 71.45% | |||
| Price | SWPRX-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 | SWPRX-NASDAQ | Click to Compare |
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| Nav | $17.09 | |||
| 1-Month Low NAV | $16.40 | |||
| 1-Month High NAV | $17.14 | |||
| 52-Week Low NAV | $13.78 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.14 | |||
| 52-Week High Price (Date) | Jul 10, 2025 | |||
| Beta / Standard Deviation | SWPRX-NASDAQ | Click to Compare |
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| Beta | 0.90 | |||
| Standard Deviation | 15.25 | |||
| Balance Sheet | SWPRX-NASDAQ | Click to Compare |
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| Total Assets | 105.49M | |||
| Operating Ratios | SWPRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.58% | |||
| Turnover Ratio | 2.00% | |||
| Performance | SWPRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.38% | |||
| Last Bear Market Total Return | -15.34% | |||