Schwab Target 2055 Fund (SWORX)
19.28
+0.24
(+1.26%)
USD |
Aug 12 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 | 19.55% | -- | -- | -- | -- | 0.68 | |
| SWMIX | Schwab International Opportunities Fund | 14.57% | -- | -- | -- | -- | 0.50 | |
| SICNX | Schwab International Core Equity Fund | 10.51% | -- | -- | -- | -- | 0.43 | |
| LGILX | Schwab Select Large Cap Growth Fund | 9.73% | -- | -- | -- | -- | 0.36 | |
| DODGX | Dodge & Cox Stock Fund I | 5.87% | -- | -- | -- | -- | 0.13 | |
| SFLNX | Schwab Fundamental US Large Company Index Fund | 5.57% | -- | -- | -- | -- | 0.14 | |
| GERIX | Goldman Sachs Emerging Mkts Eqty Insights Fd Inst | 5.43% | -- | -- | -- | -- | 0.16 | |
| SWASX | Schwab Global Real Estate Fund | 5.39% | -- | -- | -- | -- | 0.07 | |
| SWSCX | Schwab Small-Cap Equity Fund | 4.92% | -- | -- | -- | -- | 0.08 | |
| SWANX | Schwab Core Equity Fund | 4.40% | -- | -- | -- | -- | 0.13 | |
| PJFQX | PGIM Jennison Growth Fund R6 | 2.31% | -- | -- | -- | -- | 0.09 | |
| SWAGX | Schwab US Aggregate Bond Index Fund | 1.91% | -- | -- | -- | -- | 0.01 | |
| SWMCX | Schwab US Mid-Cap Index Fund | 1.90% | -- | -- | -- | -- | 0.05 | |
| LSIIX | Loomis Sayles Investment Grade Bond Fd Y | 1.81% | -- | -- | -- | -- | 0.01 | |
| DNSMX | Driehaus Small Cap Growth Fund Institutional | 1.58% | -- | -- | -- | -- | 0.03 | |
| SFNNX | Schwab Fundamental Intl Equity Index Fund | 1.35% | -- | -- | -- | -- | 0.05 | |
| PFORX | PIMCO Intl Bond Fund (US Dollar-Hedged) Inst | 0.96% | -- | -- | -- | -- | 0.01 | |
| STYJX | Allspring Core Plus Bond Fund R6 | 0.75% | -- | -- | -- | -- | 0.01 | |
| SWSBX | Schwab Short-Term Bond Index Fund | 0.59% | -- | -- | -- | -- | 0.00 | |
| BAGIX | Baird Aggregate Bond Fund Institutional | 0.26% | -- | -- | -- | -- | 0.00 |
Showing 1 - 20 of 20 Holdings