Schwab Target 2045 Fund (SWMRX)
17.37
+0.25
(+1.46%)
USD |
May 27 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 | 19.20% | -- | -- | -- | -- | 0.39 | |
| SWMIX | Schwab International Opportunities Fund | 13.36% | -- | -- | -- | -- | 0.23 | |
| SICNX | Schwab International Core Equity Fund | 10.01% | -- | -- | -- | -- | 0.23 | |
| LGILX | Schwab Select Large Cap Growth Fund | 8.36% | -- | -- | -- | -- | 0.15 | |
| DODGX | Dodge & Cox Stock Fund I | 6.01% | -- | -- | -- | -- | 0.10 | |
| SWASX | Schwab Global Real Estate Fund | 5.09% | -- | -- | -- | -- | 0.09 | |
| SFLNX | Schwab Fundamental US Large Company Index Fund | 4.78% | -- | -- | -- | -- | 0.07 | |
| SWAGX | Schwab US Aggregate Bond Index Fund | 4.72% | -- | -- | -- | -- | 0.04 | |
| SWSCX | Schwab Small-Cap Equity Fund | 4.30% | -- | -- | -- | -- | -0.01 | |
| SWANX | Schwab Core Equity Fund | 4.09% | -- | -- | -- | -- | 0.07 | |
| GERIX | Goldman Sachs Emerging Mkts Eqty Insights Fd Inst | 3.64% | -- | -- | -- | -- | 0.04 | |
| LSIIX | Loomis Sayles Investment Grade Bond Fd Y | 3.23% | -- | -- | -- | -- | 0.03 | |
| PFORX | PIMCO Intl Bond Fund (US Dollar-Hedged) Inst | 2.20% | -- | -- | -- | -- | 0.02 | |
| PJFQX | PGIM Jennison Growth Fund R6 | 2.16% | -- | -- | -- | -- | 0.05 | |
| BAGIX | Baird Aggregate Bond Fund Institutional | 2.11% | -- | -- | -- | -- | 0.02 | |
| SWMCX | Schwab US Mid-Cap Index Fund | 1.80% | -- | -- | -- | -- | 0.03 | |
| SWSBX | Schwab Short-Term Bond Index Fund | 1.34% | -- | -- | -- | -- | 0.01 | |
| DNSMX | Driehaus Small Cap Growth Fund Institutional | 1.19% | -- | -- | -- | -- | -0.01 | |
| SFNNX | Schwab Fundamental Intl Equity Index Fund | 1.18% | -- | -- | -- | -- | 0.02 | |
| STYJX | Allspring Core Plus Bond Fund R6 | 0.59% | -- | -- | -- | -- | 0.01 | |
| SGUXX | Schwab Government Money Fund Ultra | 0.22% | -- | -- | -- | -- | 0.00 |
Showing 1 - 21 of 21 Holdings