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Schwab Target 2020 Index (SWYLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.99-0.04 (-0.31%)
At close: 08:05AM EDT

Overall portfolio composition (%)

Cash3.30%
Stocks42.17%
Bonds54.52%
Others0.02%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
SWYLX
Basic materials
3.38%
Consumer cyclical
9.86%
Financial services
13.62%
Property
9.44%
Consumer defensive
5.79%
Healthcare
10.89%
Utilities
2.29%
Communication services
6.90%
Energy
4.24%
Industrials
10.37%
Technology
23.22%

Equity holdings

AverageSWYLXCategory average
Price/Earnings0.0523.06
Price/book0.352.87
Price/sales0.452.15
Price/Cash flow0.0714.39
Median market cap111,323.9571,974.77
3-year earnings growth20.4211.79

Bond holdings

AverageSWYLXCategory average
Maturity9.015.85
Duration2.945.65
Credit qualityN/AN/A

Bond ratings

Sector(s)SWYLX
US government31.68%
AAA5.59%
AA76.11%
A8.80%
BBB9.50%
BB0.00%
B0.00%
Below B0.00%
Others0.00%

Top 8 holdings (99.39% of total assets)

Get quotes for top holdings
NameSymbol% assets
Schwab US Aggregate Bond ETF™SCHZ43.55%
Schwab US Large-Cap ETF™SCHX27.85%
Schwab International Equity ETF™SCHF9.74%
Schwab Short-Term US Treasury ETF™SCHO6.08%
Schwab US TIPS ETF™SCHP5.76%
Schwab US REIT ETF™SCHH2.95%
Schwab Variable Share Price Money UltraSVUXX1.73%
Schwab US Small-Cap ETF™SCHA1.72%