Schwab Target 2015 Fund

Class Other (SWGRX)
Scorecard
3 / 5 Stars
Lipper
4 4 4 5 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 9.65 7.26 2.39
Stocks 32.41 0.0 32.41
Bonds 38.86 0.12 38.73
Other 0.73 0.01 0.72
Foreign Bonds 12.84 0.75 12.09
Foreign Stocks 13.47 0.0 13.47
Convertible 0.16 0.0 0.16
Preferred 0.03 0.0 0.03

Updated 10.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 10.31.2013

% Net Assets
Schwab Total Bond Market 17.05
Schwab Short-Term Bond Market 11.93
Laudus US Large Cap Growth 7.21
PIMCO Total Return Instl 6.92
Schwab Core Equity Inv 6.49
Schwab S&P 500 Index 5.94
Laudus International MarketMasters Sel 4.54
Schwab Small-Cap Equity 4.47
Schwab Treasury Infl Protected Secs Idx 4.29
TCW Relative Value Large Cap I 3.91

Bond Ratings (%)

Updated 10.31.2013

Sector SWGRX
AAA 73.91
AA 3.55
A 8.59
BBB 11.73
BB 0.6
B 0.14
Below B 0.07
Other 1.4

See Also:

Top Schwab Funds Funds