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SWIRX Schwab Target 2035

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Fund SWIRX Schwab Target 2035 RPGRX T. Rowe Price Target 2035  
100% 98%
Annual Fees
(0.74% Exp. Ratio)
(0.72% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.11% annual return
$26,812.63 $26,975.18
Est. savings over 30 yrs +$162.55
As of 9/30/16
1 YR RETURN 9.81%
3 YR 6.42%
5 YR 11.85%
10 YR --
1 YR RETURN 11.45%
3 YR 6.67%
5 YR --
10 YR --
The investment seeks to provide capital appreciation and income consistent with its current asset allocation. The fund invests primarily in a combination of other Schwab Funds and Laudus Funds. It is designed for an investor who anticipates retiring at or about the target date and plans to withdraw the value of the investor's account in the fund gradually after retirement. At the stated target date, the fund's allocation will be approximately 40% equity securities, 54% fixed income securities, and 6% cash and cash equivalents (including money market funds).
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2035) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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