Schwab Target 2040 Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 5.22 3.33 1.89
Stocks 61.08 0.0 61.08
Bonds 6.51 0.04 6.47
Other 0.85 0.0 0.85
Foreign Bonds 4.82 0.35 4.48
Foreign Stocks 25.11 0.0 25.11
Convertible 0.09 0.0 0.09
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 13.17
Schwab Core Equity Inv 13.0
Schwab S&P 500 Index 11.28
Schwab Small-Cap Equity 8.29
Laudus International MarketMasters Sel 8.28
TCW Relative Value Large Cap I 6.9
Schwab Dividend Equity 6.31
Schwab Global Real Estate 4.42
William Blair Intl Small Cap Gr Instl 4.29
Laudus Small-Cap MarketMasters Select 4.24

See Also:

Top Schwab Funds Funds