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SWYBX

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Analysis and statistics

  • Open
    13.6236$
  • Previous Close
    13.6236$
  • 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
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  • Beta
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  • Volume
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About

SWYBX.US refers to Schwab Target 2055 Index Fund. It is a mutual fund offered by Charles Schwab Investment Management, Inc. that seeks to provide investment results that track the total return of the U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market Index, and also fixed income securities. The fund is designed for investors who anticipate retiring around the year 2055 and gradually becomes more conservative over time by shifting its asset allocation from stocks to bonds as it approaches its target date.

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Factors

Fund Performance: Historical returns and relative performance versus peers influence investor demand, affecting the fund's net asset value NAV.

Interest Rate Changes: As a bond fund, SWYBX's price is sensitive to interest rate fluctuations. Rising rates generally cause bond prices to fall, and vice versa.

Credit Quality: Changes in the creditworthiness of the bonds held within the fund can impact its value. Downgrades can lower the fund's price.

Market Conditions: Overall economic conditions, including inflation and economic growth, can influence investor sentiment and the demand for fixed-income investments.

Fund Flows: Significant inflows of capital can drive up the NAV, while outflows can put downward pressure on the price.

Expense Ratio: Higher expense ratios can detract from returns, potentially making the fund less attractive compared to similar, lower-cost options.

Maturity & Duration: The fund's average maturity and duration impact its sensitivity to interest rate changes. Longer durations mean greater price volatility.

Fund Management: The skill and strategy of the fund managers in selecting and managing the bond portfolio can influence performance and, consequently, price.

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