Finance
Sign in
Finance
Finance
finance_mode
Home
manage_search
Market trends
Portfolios
add
Create portfolio
Watchlists
add
Create watchlist
Most Active
Fangdd Network Group Ltd
-3.23%
Nio Inc - ADR
+1.95%
NVIDIA Corp
-0.55%
Ford Motor Co
+1.89%
Trump Media & Technology Group Corp
+3.20%
New Fortress Energy Inc
+15.29%
settings
Settings
feedback
Send feedback
Markets
US
Europe
Asia
Currencies
Crypto
Futures
Dow Jones
42,053.72
-0.65%
-276.43
Dow Jones
42,053.72
0.65%
S&P 500
5,726.13
-0.63%
-36.35
S&P 500
5,726.13
0.63%
Nasdaq
18,076.04
-0.62%
-113.12
Nasdaq
18,076.04
0.62%
Russell
2,229.97
+0.24%
+5.27
Russell
2,229.97
0.24%
VIX
16.90
+1.02%
+0.17
VIX
16.90
1.02%
Home
SWORX • Mutual Fund
add
Share
Schwab Target 2055 Fund
$18.06
Sep 30 · USD · MUTF ·
Disclaimer
1M
6M
YTD
1Y
5Y
MAX
No data
close
search
Compare to
Schwab Target 2050 Fund
$17.71
SWNRX
0.056%
Schwab Target 2015 Fund
$11.75
SWGRX
0.085%
Schwab Target 2040 Fund
$19.16
SWERX
0.052%
Schwab Target 2020 Fund
$14.09
SWCRX
0.00%
Schwab Target 2025 Fund
$15.69
SWHRX
0.00%
Schwab Target 2035 Fund
$18.01
SWIRX
0.00%
Schwab Target 2010 Fund
$14.04
SWBRX
0.071%
Schwab Target 2030 Fund
$17.39
SWDRX
0.00%
Schwab Target 2060 Fund
$16.28
SWPRX
0.061%
Schwab Target 2045 Fund
$17.39
SWMRX
0.058%
insights
Key events
Key events shows relevant news articles on days with large price movements
Key events
Key events shows relevant news articles on days with large price movements
Key events
arrow_forward_ios
Key events shows relevant news articles on days with large price movements
Mutual fund
A pool of money collected from many investors to invest in stocks, bonds, and other assets. The fund is managed by a professional money manager
Previous close
The last closing price
$18.05
YTD return
Year to date return as of Aug 31, 2024
14.20%
Expense ratio
Percentage of fund assets used for administrative and other expenses
0.57%
Category
Classification system to identify similar funds
Target Date
Morningstar Rating
A rating that measures how well a fund has performed compared to similar funds
star_rate
star_rate
grade
grade
grade
Net assets
The value of the share class's assets minus the value of its liabilities as of Aug 31, 2024
223.54M USD
Yield
The ratio of annual dividend to net assets as of Aug 31, 2024
1.61%
Front load
Single charge paid by the investor when they purchase shares of the fund
-
Inception date
The date on which the fund was launched
Jan 23, 2013
Market news
Yahoo Finance
17 minutes ago
Stock market today: Dow futures slip, S&P 500 holds steady with fresh data on deck
.DJI
0.65%
Dow Jones Industrial Average
.INX
0.63%
S&P 500
Investor's Business Daily
1 hour ago
Nvidia Is No Longer The Top S&P 500 Stock In 2024. Meet The New King.
VST
2.75%
Vistra Corp
.INX
0.63%
S&P 500
Seeking Alpha
38 minutes ago
The magnificent seven trailed the S&P 500 in Q3; first quarter since 4Q of 2022
MAGS
0.38%
Roundhill Magnificent Seven ETF
.INX
0.63%
S&P 500
SpaceNews
3 hours ago
Momentus facing Nasdaq delisting
MNTS
2.40%
Momentus Inc
WSJ
51 minutes ago
Stock Market Today: Dow, S&P 500 Futures Slip; Investors Await PMI Data — Live Updates
.INX
0.63%
S&P 500
.DJI
0.65%
Dow Jones Industrial Average
Bloomberg.com
14 hours ago
Bond Rally Gains Steam as ECB Meets Inflation Goal: Markets Wrap
.INX
0.63%
S&P 500
.DJI
0.65%
Dow Jones Industrial Average
Discover more
People also search for
SWNRX
Schwab Target 2050 Fund
$17.71
0.056%
add_circle_outline
SWGRX
Schwab Target 2015 Fund
$11.75
0.085%
add_circle_outline
SWERX
Schwab Target 2040 Fund
$19.16
0.052%
add_circle_outline
SWCRX
Schwab Target 2020 Fund
$14.09
0.00%
add_circle_outline
SWHRX
Schwab Target 2025 Fund
$15.69
0.00%
add_circle_outline
SWIRX
Schwab Target 2035 Fund
$18.01
0.00%
add_circle_outline
SWBRX
Schwab Target 2010 Fund
$14.04
0.071%
add_circle_outline
SWDRX
Schwab Target 2030 Fund
$17.39
0.00%
add_circle_outline
SWPRX
Schwab Target 2060 Fund
$16.28
0.061%
add_circle_outline
SWMRX
Schwab Target 2045 Fund
$17.39
0.058%
add_circle_outline
SWQRX
Schwab Target 2065 Fund
$11.59
0.086%
add_circle_outline
SWEGX
Schwab MarketTrack All Equity Portfolio™
$25.54
0.16%
add_circle_outline
SWCGX
Schwab MarketTrack Conservative Portfolio™
$16.61
0.041%
add_circle_outline
SWBGX
Schwab MarketTrack Balanced Portfolio™
$20.98
0.048%
add_circle_outline
SWHGX
Schwab MarketTrack Growth Portfolio™
$28.34
0.14%
add_circle_outline
SWSCX
Schwab Small-Cap Equity Fund™
$22.38
0.36%
add_circle_outline
SWASX
Schwab Global Real Estate Fund™
$6.94
0.016%
add_circle_outline
SWLSX
Schwab Large-Cap Growth Fund™
$34.36
0.47%
add_circle_outline
Help
Send feedback
Privacy
Terms
Disclaimer