Schwab Target 2040 Fund (SWERX)

19.35 -0.05 (-0.26%) USD  |  Dec 13 2024
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SWERX Total Assets Under Management: 1.217B for Dec. 13, 2024

Total Assets Under Management Chart

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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Total Assets Under Management Definition

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Total Assets Under Management (AUM) is the total market value of the investments that a fund holds.

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Total Assets Under Management Range, Past 5 Years

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Total Assets Under Management Benchmarks

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Schwab Target 2040 Index Fund 1.202B
Schwab Target 2030 Fund 1.006B
Nuveen Lifecycle 2040 Fund Premier 6.209B
Nuveen Lifecycle Index 2040 Fund Premier 9.868B
MoA Clear Passage 2040 Fund 1.226B

Total Assets Under Management Excel Add-In Codes

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Metric Code: total_assets_under_management
Latest Data Point: =YCP("M:SWERX", "total_assets_under_management")
Last 5 Data Points: =YCS("M:SWERX", "total_assets_under_management", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.