SWERX
ETF / Mutual Fund
NASDAQ
Schwab Target 2040 Fund
$18.73
+$0.78 (+4.35%)
Price Chart
Overview
About SWERX
AUM
Volume
Avg. Volume
Expense Ratio
0.50%
Top Holdings
Schwab® S&P 500 Index
0.00%Schwab International Opportunities
0.00%Schwab® International Core Equity
0.00%Schwab US Aggregate Bond Index
0.00%Schwab Select Large Cap Growth
0.00%Sector Allocation
Information Technology0.24%
Health Care0.13%
Financials0.13%
Industrials0.11%
Consumer Discretionary0.10%
Real Estate0.09%
Country Allocation
United States0.69%
Japan0.05%
UK0.04%
France0.03%
Canada0.02%
Germany0.02%
Fund Information
Exchange
NASDAQ
Sector
Latest News for SWERX
Risk & Correlation Analysis
Market Correlation
0.63
Low Correlation
Volatility
Low (0.11)
Relative to market
Macro Factor Sensitivities
Interest Rates
Low Sensitivity
Inflation
Low Sensitivity
GDP Growth
Low Sensitivity
Liquidity
Low Sensitivity
Commodity Prices
Low Sensitivity
Credit Quality
Medium Sensitivity
Portfolio Impact
Forecasts & Predictions
1-Month Target
$XXX.XX
+X.X% Potential
3-Month Target
$XXX.XX
+X.X% Potential
12-Month Target
$XXX.XX
+X.X% Potential
Technical Analysis
Based on technical indicators and chart patterns, SWERX shows...
AI Sentiment Analysis
Market sentiment analysis indicates...
Key Statistics
AUM
Volume
Expense Ratio0.50%
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Pricing info last updated June 18, 2025 (after market close)Other info last updated April 2, 2025