The investment seeks to provide capital appreciation and income consistent with its current asset allocation. The fund invests primarily in a combination of other Schwab Funds and Laudus Funds. It is designed for an investor who anticipates retiring at or about the target date and plans to withdraw the value of the investor's account in the fund gradually after retirement. At the stated target date, the fund's allocation will be approximately 40% equity securities, 54% fixed income securities, and 6% cash and cash equivalents (including money market funds). It may also invest in unaffiliated third party mutual funds.
Fund filings (PDF) »
Zifan Tang (Started: Feb 28, 2012)
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Schwab Funds, 101 Montgomery Street, San Francisco, CA 94104, USA