Schwab Target 2030 Fund
SWDRX
NASDAQ
| Weiss Ratings | SWDRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SWDRX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (13), Patrick Kwok (7), Drew Hayes (2) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWDRX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2030 Fund | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jul 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWDRX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.37% | |||
| Dividend | SWDRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.16% | |||
| Asset Allocation | SWDRX-NASDAQ | Click to Compare |
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| Cash | -0.03% | |||
| Stock | 58.86% | |||
| U.S. Stock | 40.76% | |||
| Non-U.S. Stock | 18.10% | |||
| Bond | 41.13% | |||
| U.S. Bond | 32.80% | |||
| Non-U.S. Bond | 8.33% | |||
| Preferred | 0.02% | |||
| Convertible | 0.02% | |||
| Other Net | -0.01% | |||
| Price History | SWDRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.89% | |||
| 30-Day Total Return | 2.38% | |||
| 60-Day Total Return | 4.39% | |||
| 90-Day Total Return | 7.06% | |||
| Year to Date Total Return | 12.18% | |||
| 1-Year Total Return | 11.54% | |||
| 2-Year Total Return | 32.22% | |||
| 3-Year Total Return | 45.67% | |||
| 5-Year Total Return | 47.40% | |||
| Price | SWDRX-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 | SWDRX-NASDAQ | Click to Compare |
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| Nav | $18.04 | |||
| 1-Month Low NAV | $17.53 | |||
| 1-Month High NAV | $18.04 | |||
| 52-Week Low NAV | $15.06 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.04 | |||
| 52-Week High Price (Date) | Sep 16, 2025 | |||
| Beta / Standard Deviation | SWDRX-NASDAQ | Click to Compare |
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| Beta | 0.69 | |||
| Standard Deviation | 11.20 | |||
| Balance Sheet | SWDRX-NASDAQ | Click to Compare |
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| Total Assets | 1.01B | |||
| Operating Ratios | SWDRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.40% | |||
| Turnover Ratio | 12.00% | |||
| Performance | SWDRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.91% | |||
| Last Bear Market Total Return | -12.08% | |||