Schwab Target 2070 Fund
SWRRX
NASDAQ
| Weiss Ratings | SWRRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Company Info | SWRRX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Patrick Kwok (0), Zifan Tang (0) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWRRX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2070 Fund | |||
| Category | Target-Date 2065+ | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Feb 25, 2026 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWRRX-NASDAQ | Click to Compare |
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| Dividend Yield | -- | |||
| Dividend | SWRRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.84% | |||
| Asset Allocation | SWRRX-NASDAQ | Click to Compare |
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| Cash | 1.76% | |||
| Stock | 95.45% | |||
| U.S. Stock | 60.46% | |||
| Non-U.S. Stock | 34.99% | |||
| Bond | 2.76% | |||
| U.S. Bond | 1.98% | |||
| Non-U.S. Bond | 0.78% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | SWRRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.06% | |||
| 30-Day Total Return | -3.40% | |||
| 60-Day Total Return | -- | |||
| 90-Day Total Return | -- | |||
| Year to Date Total Return | -6.30% | |||
| 1-Year Total Return | -- | |||
| 2-Year Total Return | -- | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | SWRRX-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 | SWRRX-NASDAQ | Click to Compare |
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| Nav | $9.37 | |||
| 1-Month Low NAV | $9.02 | |||
| 1-Month High NAV | $9.76 | |||
| 52-Week Low NAV | $9.02 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $10.00 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | SWRRX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | SWRRX-NASDAQ | Click to Compare |
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| Total Assets | 658.76K | |||
| Operating Ratios | SWRRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.58% | |||
| Turnover Ratio | -- | |||
| Performance | SWRRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | -- | |||
| Last Bear Market Total Return | -- | |||