| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 676 | $13,542.06 | $16,480.88 | $2,938.82 | 21.7% |
| NASDAQ Exchange | US Country |
The fund is designed as an investment vehicle primarily targeting retirement savers. It primarily invests in various Schwab-managed exchange-traded funds (ETFs) as a means to achieve its investment objectives. Central to its strategy is the commitment to allocate at least 80% of its assets in underlying funds that aim to mirror the performance of specific market indices. The management of the fund is tailored around a designated retirement date specified in its name, presuming a retirement age of 65. This approach positions the fund as a tailored solution for investors looking to align their investment strategy closely with their retirement timeline.
The fund's offerings are characterized by two primary components: