Schwab Target 2015 Index Fund Institutional Shares (SWYBX) Investment Research Dashboard
About Schwab Target 2015 Index Fund Institutional Shares (SWYBX) stock analysis
Get live SWYBX stock price $14.06, comprehensive Schwab Target 2015 Index Fund Institutional Shares stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time SWYBX stock data and investment insights.
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Schwab Target 2015 Index Fund Institutional Shares (SWYBX) Overview
Schwab Target 2015 Index Fund Institutional Shares (SWYBX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, SWYBX trades at $14.06 with a market capitalization of 91.21M . Over the past 52 weeks, SWYBX has traded between $13.22 and $14.22 , with the current price positioned at approximately 84% ...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 91.21M
- Current price: $14.06
- 52-week range: $13.22 - $14.22
- P/E ratio: 24.25
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This fund's primary objective is achieved by investing predominantly in affiliated exchange-traded funds (ETFs) provided by Schwab. Under normal market conditions, it commits at least 80% of its total assets (including any funds borrowed for investme...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 3000 Schwab Way
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 24.3)
✓ Lower volatility stock (Beta: 0.75) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Schwab Target 2015 Index Fund Institutional Shares shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Schwab Target 2015 Index Fund Institutional Shares
- ⚠Investors should consider how Schwab Target 2015 Index Fund Institutional Shares fits within their overall portfolio allocation
Market Cap
91.21M
P/E Ratio (TTM)
24.25
Beta
0.75
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
86/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.3%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Consumer Defensive | +1.3% | +3.3% | +2.2% | 29.2 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +0.8% | +2.0% | 19.2 | 86/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 22.1 | 74/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +0.5% | +0.8% | 23.5 | 72/100⭐⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.1% | -1.3% | 25.0 | 60/100⭐⭐⭐⭐ |
| Energy | -0.4% | -2.0% | -2.4% | 19.5 | 50/100⭐⭐⭐ |
| Utilities | -1.8% | -0.7% | -5.2% | 27.5 | 37/100⭐⭐ |
| Real Estate | -1.6% | -1.1% | -3.5% | 29.4 | 36/100⭐⭐ |
| Industrials | -0.3% | -0.5% | -10.6% | 30.4 | 22/100⭐ |
| Consumer Cyclical | -0.3% | -2.3% | -6.5% | 43.1 | 17/100⭐ |
| Technology | -1.9% | -4.0% | -9.4% | 41.9 | 7/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.