Schwab Target 2040 Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 4.55 6.06 -1.51
Stocks 60.19 0.0 60.19
Bonds 7.47 0.01 7.46
Other 0.91 0.0 0.9
Foreign Bonds 7.19 0.31 6.89
Foreign Stocks 25.89 0.0 25.89
Convertible 0.1 0.0 0.1
Preferred 0.09 0.0 0.09

Updated 01.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 01.31.2014

% Net Assets
Laudus US Large Cap Growth 13.32
Schwab Core Equity 13.28
Schwab S&P 500 Index 11.53
Schwab Small-Cap Equity 7.66
Laudus International MarketMasters Sel 7.25
TCW Relative Value Large Cap I 6.67
Schwab Dividend Equity 6.51
Schwab Global Real Estate 4.39
Laudus Small-Cap MarketMasters Select 4.14
William Blair Intl Small Cap Gr Instl 3.88