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 (10), Patrick Kwok (8) | |||
| 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 | 1.43% | |||
| Dividend | SWPRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.79% | |||
| Asset Allocation | SWPRX-NASDAQ | Click to Compare |
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| Cash | 1.81% | |||
| Stock | 93.34% | |||
| U.S. Stock | 61.13% | |||
| Non-U.S. Stock | 32.21% | |||
| Bond | 4.78% | |||
| U.S. Bond | 3.45% | |||
| Non-U.S. Bond | 1.33% | |||
| Preferred | 0.02% | |||
| Convertible | 0.01% | |||
| Other Net | 0.04% | |||
| Price History | SWPRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.30% | |||
| 30-Day Total Return | -2.22% | |||
| 60-Day Total Return | -3.70% | |||
| 90-Day Total Return | -3.37% | |||
| Year to Date Total Return | 9.42% | |||
| 1-Year Total Return | 11.96% | |||
| 2-Year Total Return | 32.29% | |||
| 3-Year Total Return | 66.48% | |||
| 5-Year Total Return | 44.99% | |||
| 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 | $19.74 | |||
| 1-Month Low NAV | $19.70 | |||
| 1-Month High NAV | $20.36 | |||
| 52-Week Low NAV | $17.30 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $20.68 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | SWPRX-NASDAQ | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 11.50 | |||
| Balance Sheet | SWPRX-NASDAQ | Click to Compare |
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| Total Assets | 108.94M | |||
| Operating Ratios | SWPRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.57% | |||
| Turnover Ratio | 5.00% | |||
| Performance | SWPRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 27.53% | |||
| Last Bear Market Total Return | -15.34% | |||