Schwab Target 2050 Fund - Schwab
Shareclass
Schwab Target 2050 Fund (SWNRX)
Type
Open-end mutual fund
Manager
Filing
Target date
Schwab Target Fund - Schwab
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Schwab Target 2050 Fund - Schwab
FUND COVERAGE
# of holdings2,402
% of assets77%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada<0.01%$4,980
- 2. Transurban Group<0.01%$23,524
- 3. GPT Group/The0.02%$82,581
- 4. QBE Insurance Group Ltd0.06%$239,868
- 5. Allianz SE0.11%$434,320
- 6. International Flavors & Fragrances Inc0.07%$262,754
- 7. AstraZeneca PLC0.21%$822,593
- 8. AstraZeneca PLC0.09%$347,738
- 9. Qantas Airways Ltd<0.01%$5,514
- 10. Viva Energy Group Ltd<0.01%$1,084
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc<0.01%$29,096
- 2. Trump Media & Technology Group Corp<0.01%$1,120
- 3. TKO Group Holdings Inc<0.01%$25,420
- 4. Rithm Capital Corp<0.01%$8,935
- 5. AST SpaceMobile Inc<0.01%$13,343
- 6. Construction Partners Inc0.01%$56,773
- 7. Shopify Inc0.17%$664,906
- 8. Supernus Pharmaceuticals Inc0.01%$41,838
- 9. Axos Financial Inc0.07%$261,871
- 10. Astera Labs Inc<0.01%$10,344
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Schwab Target 2050 Fund - Schwab
Totals
Holdings
Assets
Weight
Prisons
46.0
$37.05M
9.42%
Prisons high risk
11.0
$826,442
0.21%
Private prisons
2.0
$7,991
<0.01%
Borders
48.0
$36.27M
9.22%
Borders high risk
21.0
$4.02M
1.02%
Total
72.0
$42.39M
11%
Holdings — 72 flagged holdings
1.
Microsoft Corp
:$9.31M
2.37%
2.
Alphabet Inc
:$8.1M
2.06%
3.
Amazon.com Inc
:$7.15M
1.82%
4.
Alphabet Inc
:$3.16M
0.8%
5.
Walmart Inc
$1.48M
0.38%
6.
Berkshire Hathaway Inc
$1.44M
0.37%
7.
RTX Corp
:$1.4M
0.35%
8.
Costco Wholesale Corp
$1.18M
0.3%
9.
HSBC Holdings PLC
:$904,223
0.23%
10.
Palantir Technologies Inc
:$826,659
0.21%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Schwab Target 2050 Fund - Schwab SWNRX
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