Schwab Target 2050 Fund - Schwab
Shareclass
Schwab Target 2050 Fund (SWNRX)
Type
Open-end mutual fund
Manager
Filing
Target date
Schwab Target Fund - Schwab
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. National Bank of Canada<0.01% of assets$6,553 invested
- 2. Transurban Group<0.01% of assets$24,130 invested
- 3. GPT Group/The0.04% of assets$171,481 invested
- 4. QBE Insurance Group Ltd0.06% of assets$231,085 invested
- 5. Allianz SE0.1% of assets$410,734 invested
- 6. International Flavors & Fragrances Inc0.08% of assets$311,041 invested
- 7. AstraZeneca PLC0.25% of assets$1.04M invested
- 8. Qantas Airways Ltd<0.01% of assets$4,399 invested
- 9. Viva Energy Group Ltd<0.01% of assets$1,208 invested
- 10. Standard Chartered PLC0.02% of assets$79,696 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Taiwan Semiconductor Manufacturing Co Ltd1.4% of assets$5.77M invested
- 2. Samsung Electronics Co Ltd0.86% of assets$3.54M invested
- 3. Taiwan Semiconductor Manufacturing Co Ltd0.1% of assets$420,109 invested
- 4. Exail Technologies SA0.07% of assets$288,135 invested
- 5. Contemporary Amperex Technology Co Ltd0.06% of assets$261,156 invested
- 6. Bharti Airtel Ltd0.06% of assets$237,100 invested
- 7. KB Financial Group Inc0.06% of assets$230,891 invested
- 8. Ping An Insurance Group Co of China Ltd0.06% of assets$227,889 invested
- 9. Samsung Heavy Industries Co Ltd0.05% of assets$212,619 invested
- 10. PetroChina Co Ltd0.05% of assets$210,162 invested
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