Schwab Target 2060 Fund (SWPRX)
16.84
+0.15
(+0.90%)
USD |
Jun 26 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% | -- | -- | -- | -- | 0.39 | |
SWMIX | Schwab International Opportunities Fund | 14.60% | -- | -- | -- | -- | 0.35 | |
SICNX | Schwab International Core Equity Fund | 10.86% | -- | -- | -- | -- | 0.30 | |
LGILX | Schwab Select Large Cap Growth Fund | 9.89% | -- | -- | -- | -- | 0.16 | |
DODGX | Dodge & Cox Stock Fund I | 6.15% | -- | -- | -- | -- | 0.11 | |
SFLNX | Schwab Fundamental US Large Company Index Fund | 5.65% | -- | -- | -- | -- | 0.10 | |
GERIX | Goldman Sachs Emerging Mkts Eqty Insights Fd Inst | 5.60% | -- | -- | -- | -- | 0.10 | |
SWASX | Schwab Global Real Estate Fund | 5.43% | -- | -- | -- | -- | 0.10 | |
SWSCX | Schwab Small-Cap Equity Fund | 5.32% | -- | -- | -- | -- | 0.04 | |
SWANX | Schwab Core Equity Fund | 4.51% | -- | -- | -- | -- | 0.07 | |
PJFQX | PGIM Jennison Growth Fund R6 | 2.49% | -- | -- | -- | -- | 0.05 | |
SWMCX | Schwab US Mid-Cap Index Fund | 1.84% | -- | -- | -- | -- | 0.04 | |
DNSMX | Driehaus Small Cap Growth Fund Institutional | 1.71% | -- | -- | -- | -- | 0.01 | |
LSIIX | Loomis Sayles Investment Grade Bond Fd Y | 1.46% | -- | -- | -- | -- | 0.01 | |
SWAGX | Schwab US Aggregate Bond Index Fund | 1.45% | -- | -- | -- | -- | 0.01 | |
SFNNX | Schwab Fundamental Intl Equity Index Fund | 1.40% | -- | -- | -- | -- | 0.04 | |
PFORX | PIMCO Intl Bond Fund (US Dollar-Hedged) Inst | 0.70% | -- | -- | -- | -- | 0.01 | |
SWSBX | Schwab Short-Term Bond Index Fund | 0.48% | -- | -- | -- | -- | 0.00 | |
STYJX | Allspring Core Plus Bond Fund R6 | 0.41% | -- | -- | -- | -- | 0.00 |
Showing 1 - 19 of 19 Holdings