Schwab Target 2025 Fund

SWHRX · NASDAQ

Market closed$15.29$-0.050000 (-0.33%)

Key statistics

Previous close$15.34

Open$15.29

Day high$15.29

Day low$15.29

52-week high$16.20

52-week low$14.29

Market cap374.91M

Volume—

Average volume—

P/E ratio21.65

Forward P/E—

EPS0.71

Dividend yield0.00%

Market context

Why it moved

SWHRX edged lower amid broad market softness, as the fund's conservative, retirement-oriented positioning limited downside exposure but could not fully insulate it from mild selling pressure across fixed income and balanced fund categories.

Portfolioslab

What is happening

Recent company-specific developments and publisher coverage.

No recent company-specific updates are available.

Peers

S&P 500SPX · $7,457.69-1.01%

Green Century Balanced FundGCBLX · $37.52-0.61%

T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America FundPRLAX · $23.98-0.25%

T. Rowe Price Target Retirement 2045 FundRPTFX · $20.72-0.67%

Schwab Target 2020 FundSWCRX · $13.47-0.30%

T. Rowe Price Target Retirement 2050 FundTRFOX · $22.08-0.76%

T. Rowe Price Target Retirement 2040 FundTRHRX · $18.93-0.58%

T. Rowe Price Target 2025TRRVX · $14.20-0.28%

Value Line Select Growth FundVALSX · $28.77-1.20%

Wasatch Micro Cap FundWMICX · $9.92-0.80%

White Oak Select Growth FundWOGSX · $171.44-0.92%

Company profile

The Schwab Target 2025 Fund (SWHRX) is an open-end mutual fund managed by Schwab Asset Management, launched on March 12, 2008, and designed for investors targeting retirement around the year 2025. The fund seeks to provide capital appreciation and income by investing primarily in a diversified mix of affiliated Schwab Funds and Laudus Funds, while also retaining the flexibility to invest in unaffiliated third-party mutual funds and ETFs, collectively referred to as "underlying funds." With approximately $380 million in total net assets, the fund maintains a moderately conservative asset allocation — approximately 47% U.S. bonds, 32% U.S. equities, 12% non-U.S. equities, and 7% non-U.S. bonds — which progressively shifts toward fixed income as the target date approaches. The fund carries a low net expense ratio of 0.32%, offers no load fees, and pays an annual dividend, making it a cost-efficient, all-in-one retirement solution for investors approaching or at retirement age.

Symbol: SWHRX
Exchange: NASDAQ
Sector: Financial Services
Industry: Asset Management
Employees: 0
Country: US
IPO date: 2008-03-12
Website: schwabassetmanagement.com

Analyst consensus

hold

0 ratings

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