Schwab Target 2055 Fund (SWORX)
17.42
+0.27
(+1.57%)
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 | 19.56% | -- | -- | -- | -- | 0.41 | |
| SWMIX | Schwab International Opportunities Fund | 14.23% | -- | -- | -- | -- | 0.22 | |
| SICNX | Schwab International Core Equity Fund | 10.66% | -- | -- | -- | -- | 0.27 | |
| LGILX | Schwab Select Large Cap Growth Fund | 9.18% | -- | -- | -- | -- | 0.18 | |
| DODGX | Dodge & Cox Stock Fund I | 6.24% | -- | -- | -- | -- | 0.11 | |
| SFLNX | Schwab Fundamental US Large Company Index Fund | 5.83% | -- | -- | -- | -- | 0.09 | |
| SWASX | Schwab Global Real Estate Fund | 5.70% | -- | -- | -- | -- | 0.10 | |
| GERIX | Goldman Sachs Emerging Mkts Eqty Insights Fd Inst | 5.43% | -- | -- | -- | -- | 0.05 | |
| SWSCX | Schwab Small-Cap Equity Fund | 5.10% | -- | -- | -- | -- | -0.00 | |
| SWANX | Schwab Core Equity Fund | 4.44% | -- | -- | -- | -- | 0.09 | |
| SWAGX | Schwab US Aggregate Bond Index Fund | 2.01% | -- | -- | -- | -- | 0.02 | |
| LSIIX | Loomis Sayles Investment Grade Bond Fd Y | 1.99% | -- | -- | -- | -- | 0.02 | |
| SWMCX | Schwab US Mid-Cap Index Fund | 1.95% | -- | -- | -- | -- | 0.03 | |
| PJFQX | PGIM Jennison Growth Fund R6 | 1.91% | -- | -- | -- | -- | 0.04 | |
| DNSMX | Driehaus Small Cap Growth Fund Institutional | 1.55% | -- | -- | -- | -- | -0.01 | |
| SFNNX | Schwab Fundamental Intl Equity Index Fund | 1.36% | -- | -- | -- | -- | 0.02 | |
| PFORX | PIMCO Intl Bond Fund (US Dollar-Hedged) Inst | 0.98% | -- | -- | -- | -- | 0.01 | |
| SWSBX | Schwab Short-Term Bond Index Fund | 0.65% | -- | -- | -- | -- | 0.01 | |
| STYJX | Allspring Core Plus Bond Fund R6 | 0.58% | -- | -- | -- | -- | 0.01 | |
| BAGIX | Baird Aggregate Bond Fund Institutional | 0.18% | -- | -- | -- | -- | 0.00 |
Showing 1 - 20 of 20 Holdings