Nasdaq - Delayed Quote
USD
Schwab Target 2030 Index (SWYEX)
18.79
-0.15
(-0.79%)
At close: October 30 at 8:04:12 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Comerica Bank
- American Trust Custody
- Schwab Institutional
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
- Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Scottrade TF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- ADP Access Open Fund Architecture
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Cetera Financial Specialist LLC – Premier, mAA Advisor
- Schwab Advisor Services All Funds Available
- Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
- Pershing Retirement Plan Network
- Schwab Advisor Services Funds
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access Tier 2
- LPL Brokerage Availability
- Mid Atlantic Clearing and Settlement
- Schwab (Non Transaction Fee)
- Schwab Advisor Services Select List Advisor Edition
Fund Summary
The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
Fund Overview
| Category | Target-Date 2030 |
| Fund Family | Schwab Funds |
| Net Assets | 1.88B |
| YTD Return | 6.19% |
| Yield | 2.36% |
| Morningstar Rating | |
| Inception Date | Aug 25, 2016 |
Performance & Risk
| YTD Return | 6.70% |
| 5y Average Return | 6.09% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
