Schwab Target 2025 Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 7.3 7.06 0.25
Stocks 47.67 0.0 47.67
Bonds 21.28 0.1 21.18
Other 0.89 0.01 0.89
Foreign Bonds 10.9 0.73 10.17
Foreign Stocks 19.66 0.0 19.66
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
Laudus US Large Cap Growth 10.38
Schwab Core Equity Inv 9.91
Schwab S&P 500 Index 8.78
Schwab Total Bond Market 7.54
PIMCO Total Return Instl 6.72
Laudus International MarketMasters Sel 6.48
Schwab Small-Cap Equity 6.47
TCW Relative Value Large Cap I 5.48
Schwab Dividend Equity 4.97
Schwab Short-Term Bond Market 4.49

Bond Ratings (%)

Updated 10.31.2013

Sector SWHRX
AAA 70.37
AA 4.41
A 9.09
BBB 12.97
BB 1.03
B 0.25
Below B 0.08
Other 1.8

See Also:

Top Schwab Funds Funds