Schwab Target 2065 Index Fund
SWYOX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
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Performance
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NAV
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52-Week High
Company Information
Provider
Schwab Funds
Manager/Tenure
(Years)
(Years)
Patrick Kwok (4), Zifan Tang (4), Drew Hayes (2)
Website
Address
Schwab Funds
San Francisco CA - 94104
San Francisco CA - 94104
Country
United States
Phone Number
877-824-5615
Investment Strategy
The investment seeks to provide capital appreciation and income consistent with its current asset allocation. The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). These underlying funds invest their assets directly in equity, fixed income, cash and cash equivalents (including money market funds) in accordance with their own investment objectives and policies. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.