Schwab Target 2015
101 Montgomery St San Francisco CA 94104
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Phone: 800-435-4000
| Category: | Target-Date 2015-2029 | | Fund Family: | Schwab Funds | | Net Assets: | 5.91M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 12-Mar-08 |
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Caroline Lee
Lead Manager since
12-Mar-08 | | | Lee is managing director and portfolio manager of Charles Schwab Investment Management, Inc. Prior to joining the firm in November 2005, she worked in asset management for over four years over-seeing sub-advisor relationships in the pension group of a major corporation. Lee has also had three years of previous experience in investment management at another financial services firm. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation and income consistent with the current asset allocation. The fund invests in a combination of Schwab funds and Laudus funds in accordance with the target portfolio allocation. The target asset allocation is adjusted annually based on the adviser's strategy. In general, each target fund's allocation to equity securities decreases and the allocation to fixed income securities increases as the fund approaches the target retirement date. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 29.93% |
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| Expense | SWGRX | Category
Avg | | Total Expense Ratio: | %
| 0.71% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.28% | | Max Deferred Sales Load: | 0.00%
| 2.21% | | 3 Yr Expense Projection*: |
$305 | $754 | | 5 Yr Expense Projection*: |
$N/A | $1,395 | | 10 Yr Expense Projection*: |
$N/A | $2,679 |
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2.63% Nasdaq 0.00%
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