Schwab Target 2050 Index Fund - Schwab
Shareclass
Schwab Target 2050 Index Fund (SWYMX)
Type
Open-end mutual fund
Manager
Filing
Target date
Schwab Target Index 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 Index Fund - Schwab
FUND COVERAGE
# of holdings2,754
% of assets82%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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 Canada0.04%$611,614
- 2. Transurban Group0.03%$383,862
- 3. GPT Group/The<0.01%$90,444
- 4. QBE Insurance Group Ltd0.02%$246,968
- 5. Allianz SE0.16%$2.16M
- 6. International Flavors & Fragrances Inc0.01%$198,526
- 7. AstraZeneca PLC0.26%$3.58M
- 8. Qantas Airways Ltd<0.01%$61,711
- 9. ASX Ltd<0.01%$94,254
- 10. Standard Chartered PLC0.04%$527,819
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc<0.01%$60,568
- 2. Red Rock Resorts Inc<0.01%$56,471
- 3. TG Therapeutics Inc<0.01%$90,482
- 4. Trump Media & Technology Group Corp<0.01%$37,157
- 5. EchoStar Corp0.01%$197,830
- 6. TKO Group Holdings Inc0.01%$148,830
- 7. Rithm Capital Corp<0.01%$122,155
- 8. Gav-Yam Lands Corp Ltd<0.01%$5,983
- 9. AST SpaceMobile Inc0.01%$146,783
- 10. Construction Partners Inc<0.01%$103,942
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 Index Fund - Schwab
Totals
Holdings
Assets
Weight
Prisons
50.0
$144.19M
10%
Prisons high risk
14.0
$2.79M
0.2%
Private prisons
3.0
$141,567
0.01%
Borders
56.0
$136.71M
9.88%
Borders high risk
26.0
$15.38M
1.11%
Total
79.0
$165.7M
12%
Holdings — 79 flagged holdings
1.
Microsoft Corp
:$40.77M
2.95%
2.
Amazon.com Inc
:$25.24M
1.83%
3.
Alphabet Inc
:$20.76M
1.5%
4.
Alphabet Inc
:$16.66M
1.2%
5.
Berkshire Hathaway Inc
$10.51M
0.76%
6.
Walmart Inc
$5.41M
0.39%
7.
Costco Wholesale Corp
$4.52M
0.33%
8.
Palantir Technologies Inc
:$4.27M
0.31%
9.
HSBC Holdings PLC
:$3.18M
0.23%
10.
RTX Corp
:$2.61M
0.19%
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 Index Fund - Schwab SWYMX
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