Schwab Target 2025 Fund (SWHRX) Research
This fund aims to fulfill its investment goals primarily by directing its assets into a mix of affiliated Schwab Funds and Laudus Funds. It also retains the discretion to invest in mutual funds offered by unrelated, third-party companies. These various investments – including Schwab Funds, Laudus Funds, and other external funds – are collectively known as 'underlying funds.' The fund's allocation among these underlying holdings strictly adheres to its predetermined target portfolio strategy.
Market snapshot
- Symbol
- SWHRX
- Price
- $15.37
- Day change
- +0.65%
- Market cap
- $380.7M
- 52-week range
- 14.29-16.2
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Green Century Balanced Fund (GCBLX)
- T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund (PRLAX)
- T. Rowe Price Target Retirement 2045 Fund (RPTFX)
- Schwab Target 2020 Fund (SWCRX)
- T. Rowe Price Target Retirement 2050 Fund (TRFOX)
- T. Rowe Price Target Retirement 2040 Fund (TRHRX)
- T. Rowe Price Target Retirement 2025 Fund (TRRVX)
- Value Line Select Growth Fund (VALSX)
Open Schwab Target 2025 Fund (SWHRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.