Schwab Target 2030 Fund (SWDRX)
16.53
-0.02
(-0.12%)
USD |
May 23 2025
Absolute Attribution
Attribution Table (?)
Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
---|---|---|---|---|---|---|---|---|
SWPPX | Schwab S&P 500 Index Fund | 16.73% | -- | -- | -- | -- | 0.29 | |
SWAGX | Schwab US Aggregate Bond Index Fund | 15.98% | -- | -- | -- | -- | 0.12 | |
SWMIX | Schwab International Opportunities Fund | 8.91% | -- | -- | -- | -- | 0.14 | |
BAGIX | Baird Aggregate Bond Fund Institutional | 6.92% | -- | -- | -- | -- | 0.05 | |
SICNX | Schwab International Core Equity Fund | 6.69% | -- | -- | -- | -- | 0.15 | |
LGILX | Schwab Select Large Cap Growth Fund | 5.22% | -- | -- | -- | -- | 0.08 | |
SWSBX | Schwab Short-Term Bond Index Fund | 4.56% | -- | -- | -- | -- | 0.04 | |
DODGX | Dodge & Cox Stock Fund I | 4.08% | -- | -- | -- | -- | 0.06 | |
PFORX | PIMCO Intl Bond Fund (US Dollar-Hedged) Inst | 3.93% | -- | -- | -- | -- | 0.03 | |
SWASX | Schwab Global Real Estate Fund | 3.79% | -- | -- | -- | -- | 0.06 | |
STYJX | Allspring Core Plus Bond Fund R6 | 3.11% | -- | -- | -- | -- | 0.02 | |
SWANX | Schwab Core Equity Fund | 3.00% | -- | -- | -- | -- | 0.05 | |
SFLNX | Schwab Fundamental US Large Company Index Fund | 2.94% | -- | -- | -- | -- | 0.03 | |
LSIIX | Loomis Sayles Investment Grade Bond Fd Y | 2.84% | -- | -- | -- | -- | 0.02 | |
SWSCX | Schwab Small-Cap Equity Fund | 2.61% | -- | -- | -- | -- | -0.01 | |
SWRSX | Schwab Treasury Inflation Protected Sec Index Fund | 2.31% | -- | -- | -- | -- | 0.02 | |
SWMCX | Schwab US Mid-Cap Index Fund | 1.52% | -- | -- | -- | -- | 0.02 | |
PJFQX | PGIM Jennison Growth Fund R6 | 1.34% | -- | -- | -- | -- | 0.03 | |
SGUXX | Schwab Government Money Fund Ultra | 1.09% | -- | -- | -- | -- | 0.01 | |
GERIX | Goldman Sachs Emerging Mkts Eqty Insights Fd Inst | 0.86% | -- | -- | -- | -- | 0.01 | |
SFNNX | Schwab Fundamental Intl Equity Index Fund | 0.76% | -- | -- | -- | -- | 0.01 | |
DNSMX | Driehaus Small Cap Growth Fund Institutional | 0.46% | -- | -- | -- | -- | -0.00 |
Showing 1 - 22 of 22 Holdings