SWERX Rating, Research - Schwab Target 2040

Schwab Target 2040 (swerx)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 swerx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Schwab Target 2040 (SWERX) Description: SWERX is a mutual fund, which is an investment that owns a basket of assets. The SWERX 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. SWERXs minimum initial investment amount is $100 while the IRA minimum is $100. SWERXs expense ratio is roughly 0%. The latest SWERXs front end load was 0% and the back end load was 0%. The Schwab Target 2040 (SWERX) mutual fund falls under the target date 2036-2040 category. SWERX focuses its investments in USA and SWERX is not affiliated with a particular industry or fund sector. The Schwab Target 2040 (SWERX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWERXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWERXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund generally invests at least 80% of total assets in domestic common stocks (see stock research) of companies whose securities may increase in value due to the development, advancement or use of science and technology. It may invest up to 20% of net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

Management Analysis Update

Performance Analysis Update