Schwab Target Mutual Fund Money Managers
| SWERX Fund | USD 17.71 0.02 0.11% |
Break down of Schwab Target's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Schwab Target's future under-performance.
Schwab |
| Symbol | SWERX |
| Name | Schwab Target 2040 |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Schwab Target 2040 Leadership is currently not available.
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Schwab Target Net Asset Comparison
Schwab Target 2040 is rated fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Target-Date 2040 category is currently estimated at about 151.94 Billion. Schwab Target maintains roughly 1.06 Billion in net asset contributing less than 1% to funds listed under Target-Date 2040 category.
Schwab Target 2040 Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Schwab Target 2040 Price Series Summation is a cross summation of Schwab Target price series and its benchmark/peer.
About Schwab Target Management Performance
The success or failure of an entity such as Schwab Target 2040 often depends on how effective the management is. Schwab Target management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Schwab management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Schwab management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and in unaffiliated third party mutual funds and ETFs . The fund invests in the underlying funds in accordance with its target portfolio allocation.
Please note that past performance is not an indicator of the future performance of Schwab Target, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Target 2040. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.