SWDRX Rating, Research - Schwab Target 2030

Schwab Target 2030 (swdrx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the swdrx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Schwab Target 2030 (SWDRX) Description: SWDRX is a mutual fund, which is an investment that owns a basket of assets. The SWDRX mutual fund was provided by Schwab and this investment vehicle derives the majority of its value from equity holdings (stocks). Schwabs mutual fund has a short management tenure and is in the average fund size classification. SWDRXs minimum initial investment amount is $100 while the IRA minimum is $0. SWDRXs expense ratio is roughly 0%. The latest SWDRXs front end load was 0% and the back end load was 0%. The Schwab Target 2030 (SWDRX) mutual fund falls under the target date 2026-2030 category. SWDRX focuses its investments in USA and SWDRX is not affiliated with a particular industry or fund sector. The Schwab Target 2030 (SWDRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWDRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWDRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in research, design, production, or distribution of products or processes that relate to software or information-based services. It may invest in securities of foreign issuers and may invest a significant percentage of assets in a single issuer. The funds non-diversified.

Management Analysis Update

Performance Analysis Update