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CSATX

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1d
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Analysis and statistics

  • Open
    37.3895$
  • Previous Close
    37.3895$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

CSATX.US refers to the Schwab Target 2030 Index Fund. It is a passively managed target date fund offered by Charles Schwab Investment Management, Inc. The fund aims to provide investment results that correspond to the total return of a broad market U.S. equity index and a broad market U.S. fixed income index. It invests in a mix of Schwab index funds that gradually become more conservative over time as the target date (2030) approaches, shifting from a greater allocation to stocks in earlier years to a larger allocation to bonds and cash equivalents as the target date nears, intended to manage risk for investors planning to retire around 2030.
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Factors

Here is the answer: Market Interest Rates: Rising interest rates typically decrease bond values, lowering the fund's NAV.

Credit Quality of Holdings: Downgrades in bond ratings can negatively affect the fund's price.

Economic Growth: Stronger economic growth can lead to higher interest rates, impacting bond prices.

Inflation Expectations: Higher inflation erodes the real value of fixed income, decreasing the fund's value.

Fund Management Strategy: The fund manager's decisions on asset allocation influence returns.

Supply and Demand: Imbalances in demand affect prices.

Global Events: Political instability or financial crises affect the market.

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