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Schwab Target 2035 Fund

Schwab Target 2035 Fund

SWIRX ยท NMFQS
SWIRX ยท NMFQS
17.61
USD0.050.28%
Schwab Target 2035 Fund
SWIRX
17.61
USD0.050.28%

Sector weight

Sector
Equity %
Category Average
Technology
22.93%
23.97%
Financial Services
13.81%
16.69%
Healthcare
11.80%
10.56%
Industrials
10.96%
10.72%
Consumer Cyclical
10.67%
10.62%
Communication Services
8.26%
7.91%
Real Estate
7.87%
3.72%
Consumer Defensive
5.14%
5.58%
Energy
3.55%
3.90%
Basic Materials
2.98%
3.43%
Utilities
2.03%
2.90%
Government
2.03%
38.80%
Municipal
2.03%
0.27%
Corporate
2.03%
24.06%
Securitized
2.03%
23.33%
Cash and Equivalents
2.03%
11.56%
Derivative
2.03%
1.99%

World Regions

Region
Equity %
Category Average
North America
68.89%
70.93%
Europe Developed
10.63%
11.15%
Japan
5.47%
4.54%
Asia Emerging
4.95%
3.95%
Asia Developed
3.16%
3.04%
United Kingdom
3.07%
3.57%
Australasia
1.58%
1.17%
Africa/Middle East
1.20%
0.78%
Latin America
0.80%
0.73%
Europe Emerging
0.25%
0.15%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
89K USD
125.09K USD
81.56K USD
Giant
26.00%
26.07%
24.55%
Large
19.43%
18.11%
18.68%
Medium
15.26%
10.73%
15.44%
Small
4.58%
3.15%
5.30%
Micro
1.99%
0.80%
1.20%

Valuation and Growth

Growth Rates
SWIRX.US
Category Average
Price/Prospective Earnings
16.50%
17.71%
Price/Cash Flow
10.20%
11.41%
Price/Book
2.46%
2.73%
Dividend Yield
2.18%
2.07%
Price/Sales
1.81%
2.04%
Valuation Rates
SWIRX.US
Category Average
Cash-Flow Growth
22.47%
19.38%
Long-Term Earnings
10.13%
10.17%
Historical Earnings
6.08%
4.29%
Sales Growth
6.02%
6.36%
Book-Value Growth
1.83%
3.14%

FAQs

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