| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
5
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#6 in Target Date 2011-2015
U.S. News evaluated 41 Target Date 2011-2015 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 9.54 percent over the past year, 8.46 percent over the past three years, and 4.66 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.7% |
| 1 Year | 9.5% |
| 3 Years (Annualized) | 8.5% |
| 5 Years (Annualized) | 4.7% |
| 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 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. At the stated target date, the fund's allocation will be approximately 40% equity securities, 54% fixed income securities, and 6% cash and cash equivalents (including money market funds). It may invest in unaffiliated third party mutual funds.
