Schwab Target 2055 Fund (SWORX)
NASDAQ NASDAQ Primary Summary
SWORX Chart
Schwab Target 2055 Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,430 | $31,388.5 | $32,074.9 | $686.4 | 2.19% |
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Schwab Target 2055 Fund Profile
| NASDAQ Exchange | United States Country |
Overview
The fund described operates as a diversified investment platform, aiming to achieve its investment objectives through strategic allocations across various fund types. It primarily utilizes an investment approach that involves a combination of other affiliated Schwab Funds along with the possibility of investing in affiliated Schwab Exchange-Traded Funds (ETFs) and a selection of unaffiliated third-party mutual funds and ETFs. This investment design is structured to cater to a broad range of investment strategies and objectives, maintaining flexibility in its portfolio allocation by adapting to varying market conditions and investment opportunities.
Products and Services
- Affiliated Schwab Funds
The fund invests primarily in affiliated Schwab Funds, which are mutual funds that cover a wide range of asset classes and investment strategies. These funds are managed by Charles Schwab Investment Management, Inc., offering investors diversified portfolio options within the broader Schwab ecosystem.
- Affiliated Schwab ETFs
In addition to mutual funds, the fund may allocate investments to affiliated Schwab Exchange-Traded Funds (ETFs). These ETFs provide access to various market segments and asset classes, offering the advantages of real-time trading and potentially lower operating expenses compared to traditional mutual funds.
- Unaffiliated Third-Party Mutual Funds and ETFs
Expanding beyond the internal offerings of Schwab, the fund also considers investment opportunities in a selection of unaffiliated third-party mutual funds and ETFs. This approach allows for a more diversified investment strategy, enabling exposure to a broader array of assets, managers, and investment strategies not available within the Schwab family of funds.
- Target Portfolio Allocation
The fund operates with a target portfolio allocation that guides its investment distribution across the various underlying funds. This allocation strategy is geared towards achieving the fund's investment objective, taking into consideration market conditions, investment opportunities, and the overall risk profile desired by the fund managers.
