Schwab Target 2025 Fund (SWHRX)
14.51
-0.02
(-0.14%)
USD |
May 06 2025
Absolute Attribution
Attribution Table (?)
| Symbol | Name | Weight | 1 Month Contribution | 3 Month Contribution | 6 Month Contribution | YTD Contribution | 1Y Contribution | |
|---|---|---|---|---|---|---|---|---|
| SWAGX | Schwab US Aggregate Bond Index Fund | 23.27% | -- | -- | -- | -- | 0.18 | |
| SWPPX | Schwab S&P 500 Index Fund | 14.12% | -- | -- | -- | -- | 0.18 | |
| BAGIX | Baird Aggregate Bond Fund Institutional | 11.83% | -- | -- | -- | -- | 0.10 | |
| SWSBX | Schwab Short-Term Bond Index Fund | 7.00% | -- | -- | -- | -- | 0.06 | |
| SWRSX | Schwab Treasury Inflation Protected Sec Index Fund | 6.09% | -- | -- | -- | -- | 0.05 | |
| SWMIX | Schwab International Opportunities Fund | 5.87% | -- | -- | -- | -- | 0.06 | |
| SICNX | Schwab International Core Equity Fund | 4.45% | -- | -- | -- | -- | 0.08 | |
| LGILX | Schwab Select Large Cap Growth Fund | 3.96% | -- | -- | -- | -- | 0.04 | |
| DODGX | Dodge & Cox Stock Fund I | 3.16% | -- | -- | -- | -- | 0.03 | |
| SWASX | Schwab Global Real Estate Fund | 2.76% | -- | -- | -- | -- | 0.04 | |
| STYJX | Allspring Core Plus Bond Fund R6 | 2.37% | -- | -- | -- | -- | 0.02 | |
| SFLNX | Schwab Fundamental US Large Company Index Fund | 2.29% | -- | -- | -- | -- | 0.02 | |
| PFORX | PIMCO Intl Bond Fund (US Dollar-Hedged) Inst | 2.13% | -- | -- | -- | -- | 0.02 | |
| SWANX | Schwab Core Equity Fund | 1.88% | -- | -- | -- | -- | 0.02 | |
| SWSCX | Schwab Small-Cap Equity Fund | 1.85% | -- | -- | -- | -- | -0.01 | |
| LSIIX | Loomis Sayles Investment Grade Bond Fd Y | 1.64% | -- | -- | -- | -- | 0.01 | |
| SGUXX | Schwab Government Money Fund Ultra | 1.54% | -- | -- | -- | -- | 0.01 | |
| SWMCX | Schwab US Mid-Cap Index Fund | 1.43% | -- | -- | -- | -- | 0.01 | |
| PJFQX | PGIM Jennison Growth Fund R6 | 0.97% | -- | -- | -- | -- | 0.01 | |
| SFNNX | Schwab Fundamental Intl Equity Index Fund | 0.51% | -- | -- | -- | -- | 0.01 | |
| DNSMX | Driehaus Small Cap Growth Fund Institutional | 0.22% | -- | -- | -- | -- | -0.00 |
Showing 1 - 21 of 21 Holdings