Mutual Fund Insights: Schwab Target 2020 Fund (SWCRX)

In-depth Analysis of Schwab Target 2020 Fund (SWCRX)

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See Schwab Target 2020 Fund (SWCRX) performance details as of February 28, 2010

  

Last Trade: $10.19 on 3/19/2010, Change: -0.05 (-0.49%)

  

Fund Manager - Daniel Kern

Fund Manager Tenure: 1.5 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Daniel Kern is a managing director and portfolio manager of the investment adviser. From 2003 until his current portfolio management appointment, Daniel Kern held vice president level positions in audit, marketing and operations at Charles Schwab & Co., Inc. Prior to joining the firm in 2003, Daniel Kern worked for more than 13 years in the investment management industry. Daniel Kern holds the Chartered Financial Analyst designation.  Get more insights on Daniel Kern

  

 What we like about Schwab Target 2020 Fund (SWCRX)

Data for Schwab Target 2020 Fund (SWCRX) as of February 28, 2010

• Schwab Target 2020 Fund (SWCRX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.79, lower than category average of 16.66
• Schwab Target 2020 Fund (SWCRX) has a lower management fee than its Target Date 2016-2020 average: 0.02% vs 0.67%
• Schwab Target 2020 Fund (SWCRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Schwab Target 2020 Fund (SWCRX)

Data for Schwab Target 2020 Fund (SWCRX) as of February 28, 2010

• Schwab Target 2020 Fund (SWCRX) management has been with Schwab Target 2020 Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
• Schwab Target 2020 Fund is a focused fund with 75.38% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Schwab Target 2020 Fund (SWCRX) has a less-than-ideal short-term performance (1-year return 38.24% vs 40.08 % Target Date 2016-2020 category average)
• Schwab Target 2020 Fund (SWCRX) has a less-than-ideal mid-term performance (3-year return -2.99% vs -3.45 % Target Date 2016-2020 category average)
• Schwab Target 2020 Fund (SWCRX) ratio of up-years vs down years can be improved
• Schwab Target 2020 Fund (SWCRX) has a Morningstar rating of 3 and below
• Schwab Target 2020 Fund (SWCRX) has an annual stock turnover rate of 48.00% that is higher than the Target Date 2016-2020 average of 38.28%. This could mean Schwab Target 2020 is more nimble, but also signal potential high tax impact and high trading fees

See Schwab Target 2020 Fund (SWCRX) performance details as of February 28, 2010

  

  

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Schwab Target 2020 Fund (SWCRX) Net Asset

Track net asset change of Schwab Target 2020 fund (SWCRX)

Date	Net Asset
02/2010	$212.55M
01/2010	$208.27M
11/2009	$206.87M

More historic net asset information on Schwab Target 2020 Fund (SWCRX)

  

Schwab Target 2020 Fund (SWCRX) Portfolio Allocation

Track portfolio allocation change of Schwab Target 2020 fund (SWCRX)

Date	Cash	Stock	Bond	Other
10/2009	7.72%	62.99%	28.69%	0.6%
07/2009	7.17%	65%	27.23%	0.6%
04/2009	7.4%	62.79%	29.04%	0.76%

Click here to see more historic asset allocation information on Schwab Target 2020 Fund (SWCRX)

  

Most Recent Top 10 Holdings in Schwab Target 2020 Fund (SWCRX)

Discover what Schwab Target 2020 Fund (SWCRX) manager is buying

31-Oct-09 Schwab Total Bond Market [19%] Schwab Core Equity Inv [13.61%] Schwab S&P 500 Index Sel [11.73%] Laudus International MarketMasters Sel [6.5%] Laudus Growth Investors US Large Cap Gr [6.32%] Schwab Small-Cap Equity Select [4.64%] Schwab Global Real Estate Select [4.25%] Schwab Dividend Equity Select [3.32%] PIMCO Total Return Instl [3.02%] iShares Russell 1000 Value Index [2.99%]

31-Jul-09 Schwab Total Bond Market [18.24%] Schwab Core Equity Inv [14.02%] Schwab Cap Tr [12.18%] Laudus International MarketMasters Sel [6.5%] Laudus Growth Investors US Large Cap Gr [6.36%] Schwab Small-Cap Equity Select [4.97%] Schwab Global Real Estate Select [4.18%] Schwab Dividend Equity Select [3.2%] Laudus Rosenberg US Lg Cap Value [3.17%] American Century Intl Growth Instl [3.03%]

30-Apr-09 Schwab Total Bond Market [19.54%] Schwab Core Equity Inv [14.13%] Schwab Instl Select S&P 500 [12.01%] iShares Russell 1000 Growth Index [6.36%] Laudus International MarketMasters Sel [6.15%] Schwab Small-Cap Equity Select [5.05%] Schwab Global Real Estate Select [4.01%] Laudus Rosenberg US Lg Cap Value Sel [3.2%] Schwab Dividend Equity Select [3.19%] American Century Intl Growth Instl [2.85%]

Click here for Stock Holding Change Map in Schwab Target 2020 Fund (SWCRX)

  

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Latest News on Schwab Target 2020 (SWCRX)

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Books and Resources

 

 

See more information on Schwab Target 2020 Fund (SWCRX)

• Schwab Target 2020 Fund Insights
• Schwab Target 2020 Fund Performance Data
• Schwab Target 2020 Fund News
• Schwab Target 2020 Fund Score Explaination
• Schwab Target 2020 Fund Manager Information
• Historic Schwab Target 2020 Fund Asset Allocation Report
• Historic Schwab Target 2020 Fund Top 10 Holding Tracking
• Historic Schwab Target 2020 Fund Asset Under Management Tracking