Schwab Target 2030 Fund (SWDRX) Research
This fund aims to achieve its investment goals primarily by allocating capital among various affiliated Schwab and Laudus funds. It also possesses the discretion to invest in external, independent third-party mutual funds. Collectively, these diverse holdings — both affiliated and unaffiliated — are designated as the "underlying funds." The fund's investments in these underlying vehicles are executed in line with its strategic target portfolio allocation.
Market snapshot
- Symbol
- SWDRX
- Price
- $18.15
- Day change
- -0.06%
- Market cap
- $1.0B
- 52-week range
- 16.58-18.59
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Abrdn Total Dynamic Dividend Fund (AOD)
- PGIM Balanced Fund (PABFX)
- T. Rowe Price Extended Equity Market Index Fund (PEXMX)
- PGIM Quant Solutions Large-Cap Core Equity Fund (PTEZX)
- Royce Small-Cap Special Equity Fund (RYSEX)
- Schwab Target 2025 Fund (SWHRX)
- T. Rowe Price Retirement Blend 2030 Fund (TBLGX)
- T. Rowe Price Retirement Blend 2030 Fund (TBLWX)
Open Schwab Target 2030 Fund (SWDRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.