Schwab Target 2025 Fund (SWHRX)
Schwab Target 2025 Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Westlake, TX, US. The stock last traded at $15.49, down 0.06% on the session, giving a market capitalisation of $381.3M. Its beta of 0.83 implies it has historically moved less than the broad market.
This fund aims to fulfill its investment goals primarily by directing its assets into a mix of affiliated Schwab Funds and Laudus Funds. It also retains the discretion to invest in mutual funds offered by unrelated, third-party companies. These various investments – including Schwab Funds, Laudus Funds, and other external funds – are collectively known as 'underlying funds.' The fund's allocation among these underlying holdings strictly adheres to its predetermined target portfolio strategy.
Schwab Target 2025 Fund is most often compared with the following Financial Services names: