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Schwab Target 2045 Fund

Ranked 11 out of 39 in MA Target 2045 over 36 months

All calculations are in USD unless stated

The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund invests in the underlying funds in accordance with its target portfolio allocation. These underlying Funds invest their assets directly in equity, fixed income, cash and cash equivalents.

Managed by

sector performance

MA Target 2045
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.3% 4.1% 4.7%
2016 6.9% -0.8% 1.0% 5.3% 1.3%
2015 -0.2% 2.9% 0.2% -7.5% 4.5%
2014 6.5% 1.3% 4.0% -2.1% 3.3%
2013 1.0% 7.1% 8.2%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date23/01/2013
  • Share Class size121Mn
  • Base currencyUSD
  • ISINUS8085091945

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges