| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
5
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#6 in Target Date 2000-2010
U.S. News evaluated 38 Target Date 2000-2010 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 8.38 percent over the past year, 7.67 percent over the past three years, and 3.67 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.7% |
| 1 Year | 8.4% |
| 3 Years (Annualized) | 7.7% |
| 5 Years (Annualized) | 3.7% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide capital appreciation and income consistent with its current asset allocation. The fund invests primarily in a combination of other Schwab Funds and Laudus Funds. It invests in the underlying funds in accordance with its target portfolio allocation. The fund is designed for an investor who anticipates retiring at or about the target date and plans to withdraw the value of the investor's account in the fund gradually after retirement. It may also invest in unaffiliated third party mutual funds.
