Schwab Target 2060 Fund (SWPRX)
18.63
-0.17
(-0.90%)
USD |
Jan 30 2026
SWPRX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.48% |
| Stock | 92.65% |
| Bond | 4.82% |
| Convertible | 0.00% |
| Preferred | 0.12% |
| Other | 0.93% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 65.11% |
|---|---|
|
North America
|
63.68% |
| Canada | 1.59% |
| United States | 62.09% |
|
Latin America
|
1.43% |
| Argentina | 0.00% |
| Brazil | 0.61% |
| Chile | 0.08% |
| Colombia | 0.00% |
| Mexico | 0.24% |
| Peru | 0.03% |
| Venezuela | 0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.49% |
|---|---|
| United Kingdom | 4.12% |
|
Europe Developed
|
13.11% |
| Austria | 0.05% |
| Belgium | 0.23% |
| Denmark | 0.45% |
| Finland | 0.31% |
| France | 2.50% |
| Germany | 2.11% |
| Greece | 0.28% |
| Ireland | 1.06% |
| Italy | 0.52% |
| Netherlands | 1.64% |
| Norway | 0.22% |
| Portugal | 0.01% |
| Spain | 0.67% |
| Sweden | 0.56% |
| Switzerland | 2.12% |
|
Europe Emerging
|
0.27% |
| Czech Republic | 0.01% |
| Poland | 0.16% |
| Turkey | 0.08% |
|
Africa And Middle East
|
1.00% |
| Egypt | 0.00% |
| Israel | 0.23% |
| Nigeria | 0.00% |
| Qatar | 0.02% |
| Saudi Arabia | 0.23% |
| South Africa | 0.28% |
| United Arab Emirates | 0.21% |
| Greater Asia | 15.18% |
|---|---|
| Japan | 5.18% |
|
Australasia
|
1.45% |
| Australia | 1.44% |
|
Asia Developed
|
4.87% |
| Hong Kong | 0.95% |
| Singapore | 0.39% |
| South Korea | 1.63% |
| Taiwan | 1.90% |
|
Asia Emerging
|
3.67% |
| China | 2.16% |
| India | 1.07% |
| Indonesia | 0.10% |
| Kazakhstan | 0.02% |
| Malaysia | 0.13% |
| Philippines | 0.03% |
| Thailand | 0.15% |
| Unidentified Region | 1.21% |
|---|
Stock Sector Exposure
| Cyclical |
|
32.67% |
| Materials |
|
3.56% |
| Consumer Discretionary |
|
9.94% |
| Financials |
|
13.15% |
| Real Estate |
|
6.01% |
| Sensitive |
|
45.00% |
| Communication Services |
|
7.95% |
| Energy |
|
3.11% |
| Industrials |
|
11.57% |
| Information Technology |
|
22.38% |
| Defensive |
|
16.54% |
| Consumer Staples |
|
4.17% |
| Health Care |
|
10.65% |
| Utilities |
|
1.72% |
| Not Classified |
|
5.79% |
| Non Classified Equity |
|
0.51% |
| Not Classified - Non Equity |
|
5.28% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |