| | | Morningstar Overall Rating: |  | | Total Assets: | 213.01M | | Category: | Target Date 2026-2030 | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 23.77% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 162 | | % Rank in Category (ytd): | 81% | | Beta (3y): | 1.21 | | Morningstar Risk Rating: | Low |
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| The investment seeks capital appreciation and income consistent with the current asset allocation. The fund invests in a combination of Schwab funds and Laudus funds in accordance with the target portfolio allocation. The target asset allocation is adjusted annually based on the adviser's strategy. In general, each target fund's allocation to equity securities decreases and the allocation to fixed income securities increases as the fund approaches the target retirement date.Each fund?s allocation will be approximately 40% equity securities, 53% fixed income securities, and 7% money market funds. | | | Fund Profile |
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