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XRIVX

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--%
1d
1w
1m

Analysis and statistics

  • Open
    12.522$
  • Previous Close
    12.522$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
    --

About

XRIVX.US refers to the Schwab Target Retirement Income Fund, a mutual fund offered by Charles Schwab. It is designed for investors who are already in retirement or nearing retirement and seek current income and some potential for modest capital appreciation. The fund invests in a diversified portfolio of other Schwab funds, with an emphasis on fixed-income investments and a smaller allocation to stocks. The target date in the name "Target Retirement Income" indicates that the fund is intended to provide income throughout retirement.

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Factors

Fund Performance: XRIVX's past and current returns influence investor demand.

Interest Rates: Rising rates often decrease bond values, impacting XRIVX.

Credit Risk: Changes in the creditworthiness of holdings affect valuation.

Market Sentiment: Overall investor confidence influences buying/selling.

Inflation Expectations: Rising inflation can erode bond returns, lowering price.

Fund Flows: Large inflows/outflows can temporarily affect XRIVX's NAV.

Management Expertise: Perceived skill of managers impacts investor confidence.

Economic Growth: Stronger growth can reduce bond appeal vs. stocks.

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