Schwab Target 2020 Fund

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

#3 in Target Date 2016-2020

U.S. News evaluated 52 Target Date 2016-2020 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.86 percent over the past year, 9.08 percent over the past three years, and 16.02 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 13.9%
3 Years (Annualized) 9.1%
5 Years (Annualized) 16.0%
10 Years (Annualized) N/A

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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 also invest in unaffiliated third party mutual funds.

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