Schwab Target 2035 Fund (SWIRX)
17.32
+0.18
(+1.05%)
USD |
May 02 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 | 17.98% | -- | -- | -- | -- | 0.38 | |
| SWAGX | Schwab US Aggregate Bond Index Fund | 10.89% | -- | -- | -- | -- | 0.11 | |
| SWMIX | Schwab International Opportunities Fund | 10.44% | -- | -- | -- | -- | 0.16 | |
| SICNX | Schwab International Core Equity Fund | 7.72% | -- | -- | -- | -- | 0.19 | |
| LGILX | Schwab Select Large Cap Growth Fund | 6.42% | -- | -- | -- | -- | 0.13 | |
| DODGX | Dodge & Cox Stock Fund I | 5.05% | -- | -- | -- | -- | 0.09 | |
| BAGIX | Baird Aggregate Bond Fund Institutional | 4.69% | -- | -- | -- | -- | 0.05 | |
| SWASX | Schwab Global Real Estate Fund | 4.28% | -- | -- | -- | -- | 0.08 | |
| PFORX | PIMCO Intl Bond Fund (US Dollar-Hedged) Inst | 4.08% | -- | -- | -- | -- | 0.04 | |
| SFLNX | Schwab Fundamental US Large Company Index Fund | 3.90% | -- | -- | -- | -- | 0.06 | |
| SWANX | Schwab Core Equity Fund | 3.49% | -- | -- | -- | -- | 0.07 | |
| LSIIX | Loomis Sayles Investment Grade Bond Fd Y | 3.41% | -- | -- | -- | -- | 0.03 | |
| SWSCX | Schwab Small-Cap Equity Fund | 3.27% | -- | -- | -- | -- | -0.00 | |
| SWSBX | Schwab Short-Term Bond Index Fund | 3.18% | -- | -- | -- | -- | 0.03 | |
| STYJX | Allspring Core Plus Bond Fund R6 | 2.77% | -- | -- | -- | -- | 0.03 | |
| GERIX | Goldman Sachs Emerging Mkts Eqty Insights Fd Inst | 1.79% | -- | -- | -- | -- | 0.01 | |
| SWMCX | Schwab US Mid-Cap Index Fund | 1.61% | -- | -- | -- | -- | 0.02 | |
| PJFQX | PGIM Jennison Growth Fund R6 | 1.58% | -- | -- | -- | -- | 0.04 | |
| SFNNX | Schwab Fundamental Intl Equity Index Fund | 0.95% | -- | -- | -- | -- | 0.02 | |
| SGUXX | Schwab Government Money Fund Ultra | 0.69% | -- | -- | -- | -- | 0.01 | |
| DNSMX | Driehaus Small Cap Growth Fund Institutional | 0.69% | -- | -- | -- | -- | -0.00 | |
| SWRSX | Schwab Treasury Inflation Protected Sec Index Fund | 0.57% | -- | -- | -- | -- | 0.01 |
Showing 1 - 22 of 22 Holdings