Schwab Target 2060 Fund (SWPRX)
19.65
+0.03
(+0.15%)
USD |
Jun 09 2026
SWPRX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 1.50% |
| Stock | 92.52% |
| Bond | 4.91% |
| Convertible | 0.00% |
| Preferred | 0.15% |
| Other | 0.91% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 65.76% |
|---|---|
|
North America
|
64.10% |
| Canada | 1.76% |
| United States | 62.34% |
|
Latin America
|
1.66% |
| Argentina | 0.00% |
| Brazil | 0.59% |
| Chile | 0.11% |
| Colombia | 0.00% |
| Mexico | 0.30% |
| Peru | 0.05% |
| Venezuela | 0.00% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.28% |
|---|---|
| United Kingdom | 3.96% |
|
Europe Developed
|
12.00% |
| Austria | 0.03% |
| Belgium | 0.18% |
| Denmark | 0.39% |
| Finland | 0.32% |
| France | 2.10% |
| Germany | 1.62% |
| Greece | 0.31% |
| Ireland | 1.21% |
| Italy | 0.58% |
| Netherlands | 1.71% |
| Norway | 0.24% |
| Portugal | 0.01% |
| Spain | 0.58% |
| Sweden | 0.58% |
| Switzerland | 1.87% |
|
Europe Emerging
|
0.33% |
| Czech Republic | 0.02% |
| Poland | 0.17% |
| Turkey | 0.13% |
|
Africa And Middle East
|
0.98% |
| Egypt | 0.00% |
| Israel | 0.28% |
| Qatar | 0.02% |
| Saudi Arabia | 0.24% |
| South Africa | 0.28% |
| United Arab Emirates | 0.12% |
| Greater Asia | 15.56% |
|---|---|
| Japan | 5.33% |
|
Australasia
|
1.52% |
| Australia | 1.51% |
|
Asia Developed
|
5.55% |
| Hong Kong | 0.91% |
| Singapore | 0.45% |
| South Korea | 2.05% |
| Taiwan | 2.14% |
|
Asia Emerging
|
3.16% |
| China | 1.92% |
| India | 0.99% |
| Indonesia | 0.04% |
| Kazakhstan | 0.03% |
| Malaysia | 0.10% |
| Philippines | 0.04% |
| Thailand | 0.04% |
| Unidentified Region | 1.41% |
|---|
Stock Sector Exposure
| Cyclical |
|
30.79% |
| Materials |
|
3.91% |
| Consumer Discretionary |
|
8.82% |
| Financials |
|
12.42% |
| Real Estate |
|
5.64% |
| Sensitive |
|
46.77% |
| Communication Services |
|
7.70% |
| Energy |
|
4.15% |
| Industrials |
|
12.06% |
| Information Technology |
|
22.87% |
| Defensive |
|
16.40% |
| Consumer Staples |
|
4.14% |
| Health Care |
|
10.51% |
| Utilities |
|
1.75% |
| Not Classified |
|
6.04% |
| Non Classified Equity |
|
0.55% |
| Not Classified - Non Equity |
|
5.49% |
As of April 30, 2026
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 | -- |