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Schwab Target 2035 (SWIRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:05AM EDT. Market open.
Overall portfolio composition (%)
Cash0.88%
Stocks71.22%
Bonds27.93%
Others-0.08%
Preferred0.02%
Convertible0.03%
Sector weightings (%)
Sector(s)SWIRX
Basic materials3.90%
Consumer cyclical10.88%
Financial services12.82%
Property8.31%
Consumer defensive5.53%
Healthcare12.53%
Utilities1.79%
Communication services7.35%
Energy3.88%
Industrials10.46%
Technology22.56%
Equity holdings
AverageSWIRXCategory average
Price/Earnings0.0523.21
Price/book0.382.93
Price/sales0.532.15
Price/Cash flow0.0814.21
Median market cap80,304.3773,415.04
3-year earnings growth20.8212.26
Bond holdings
AverageSWIRXCategory average
Maturity9.338.06
Duration3.646.61
Credit qualityN/AN/A
Bond ratings
Sector(s)SWIRX
US government13.44%
AAA34.45%
AA30.47%
A13.42%
BBB18.61%
BB1.38%
B0.38%
Below B0.64%
Others0.65%
Top 10 holdings (72.89% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Schwab® S&P 500 Index | SWPPX | 18.88% |
| Schwab International Opportunities | SWMIX | 10.29% |
| Schwab US Aggregate Bond Index | SWAGX | 9.58% |
| Schwab® International Core Equity | SICNX | 7.59% |
| Dodge & Cox Stock I | DODGX | 4.96% |
| Schwab Global Real Estate | SWASX | 4.65% |
| Schwab Select Large Cap Growth | LGILX | 4.50% |
| ClearBridge Large Cap Growth IS | LSITX | 4.46% |
| Schwab Fundamental US Large Company Idx | SFLNX | 4.03% |
| PIMCO International Bond (USD-Hdg) Instl | PFORX | 3.94% |
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