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Schwab Target 2040 Fund (SWERX)

US Funds

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19.09 -0.09 -0.47%

14/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.21B

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Bond

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SWERX Holdings

Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2040 (SWERX) fund. Our Schwab Target 2040 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.82	8.29	6.47
Shares	79.20	79.20	0.00
Bonds	19.09	24.93	5.84
Convertible	0.03	0.03	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.69	17.18
Price to Book	2.50	2.57
Price to Sales	1.77	1.83
Price to Cash Flow	10.91	10.81
Dividend Yield	2.17	2.16
5 Years Earnings Growth	11.93	11.71

Sector Allocation

Name	Net %	Category Average
Technology	23.84	22.01
Healthcare	12.55	12.43
Financial Services	12.54	15.22
Industrials	10.51	11.39
Consumer Cyclical	10.12	10.67
Real Estate	8.54	4.07
Communication Services	7.42	6.67
Consumer Defensive	5.14	6.22
Energy	4.15	4.42
Basic Materials	3.26	4.23
Utilities	1.93	2.67

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 21

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Schwab® S&P 500 Index	-	19.51	-	-
Schwab International Opportunities	-	11.54	-	-
Schwab® International Core Equity	-	8.39	-	-
Schwab US Aggregate Bond Index	-	6.62	-	-
Schwab Select Large Cap Growth	-	5.62	-	-
Dodge & Cox Stock I	-	5.48	-	-
Schwab Global Real Estate	-	5.39	-	-
Schwab Fundamental US Large Company Idx	-	4.70	-	-
ClearBridge Large Cap Growth IS	-	4.48	-	-
Schwab Small-Cap Equity	-	4.10	-	-

Top Bond Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab US Aggregate Bond Index	5.18B	1.96	-2.25	-
Schwab Treasury Infl Protected Sec	2.43B	3.11	-1.60	2.17
Schwab Target 2030	1B	10.02	2.37	6.64
US80850L7837	993.98M	13.83	4.60	-
Schwab Target 2035	618.84M	11.17	2.81	7.17

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Target 204.	19.09	-0.09	-0.47%