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LSGRX

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1d
1w
1m

Analysis and statistics

  • Open
    32.2319$
  • Previous Close
    32.2319$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
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About

LSGRX.US refers to the Schwab Target 2045 Index Fund. It is a passively managed mutual fund designed for investors planning to retire around the year 2045. The fund invests primarily in a diversified mix of other Schwab mutual funds that represent a variety of asset classes, including stocks, bonds, and short-term investments. The asset allocation of the fund gradually becomes more conservative over time as the target date approaches, shifting from a greater emphasis on growth-oriented assets like stocks to a greater emphasis on income-generating assets like bonds. The fund aims to provide a simple, diversified, and age-appropriate investment solution for retirement savings.
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Factors

Asset Allocation: LSGRX's price reflects its target allocation across stock and bond funds; changes influence performance.

Market Performance: Stock and bond market returns directly affect LSGRX's component fund values, impacting its overall price.

Interest Rates: Rising rates can decrease bond fund values within LSGRX, potentially lowering its price.

Expense Ratio: While not directly changing the price, the expense ratio impacts overall return and attractiveness.

Fund Flows: Large inflows/outflows into LSGRX's underlying funds can slightly influence their trading prices.

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