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Schwab Target 2060 Fund

Schwab Target 2060 Fund

SWPRX ยท NMFQS
SWPRX ยท NMFQS
16.35
USD00.00%
Schwab Target 2060 Fund
SWPRX
16.35
USD00.00%

Sector weight

Sector
Equity %
Category Average
Technology
21.42%
22.62%
Financial Services
15.17%
17.83%
Healthcare
12.24%
10.46%
Industrials
11.05%
11.32%
Consumer Cyclical
10.19%
10.46%
Communication Services
7.94%
7.63%
Real Estate
7.53%
3.36%
Consumer Defensive
5.31%
5.64%
Energy
3.91%
4.25%
Basic Materials
3.28%
3.96%
Utilities
1.95%
2.46%
Government
1.95%
55.22%
Municipal
1.95%
0.15%
Corporate
1.95%
10.22%
Securitized
1.95%
7.92%
Cash and Equivalents
1.95%
24.92%
Derivative
1.95%
1.57%

World Regions

Region
Equity %
Category Average
North America
63.37%
67.24%
Europe Developed
11.82%
11.83%
Asia Emerging
6.59%
5.33%
Japan
6.11%
4.79%
Asia Developed
4.07%
3.47%
United Kingdom
3.42%
3.97%
Australasia
1.76%
1.17%
Africa/Middle East
1.56%
1.05%
Latin America
1.01%
0.95%
Europe Emerging
0.30%
0.21%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
76.16K USD
105.62K USD
69.45K USD
Giant
35.39%
32.66%
34.91%
Large
26.68%
22.87%
26.15%
Medium
20.58%
14.15%
20.66%
Small
6.93%
4.58%
8.63%
Micro
2.99%
1.30%
2.04%

Valuation and Growth

Growth Rates
SWPRX.US
Category Average
Price/Prospective Earnings
15.69%
17.06%
Price/Cash Flow
9.67%
10.79%
Dividend Yield
2.40%
2.16%
Price/Book
2.28%
2.53%
Price/Sales
1.67%
1.89%
Valuation Rates
SWPRX.US
Category Average
Long-Term Earnings
9.36%
9.77%
Historical Earnings
6.85%
3.84%
Cash-Flow Growth
6.46%
5.13%
Book-Value Growth
5.34%
6.35%
Sales Growth
5.13%
5.54%

FAQs

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