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
Gender equality score
54
/ 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
26/40
Equal compensation and work life balance
9/30
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 Index Fund - Schwab SWYMX
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 Canada0.04% of assets$594,625 invested
- 2. Transurban Group0.02% of assets$340,629 invested
- 3. GPT Group/The<0.01% of assets$74,856 invested
- 4. QBE Insurance Group Ltd0.02% of assets$253,075 invested
- 5. Allianz SE0.13% of assets$1.89M invested
- 6. International Flavors & Fragrances Inc0.02% of assets$241,742 invested
- 7. AstraZeneca PLC0.24% of assets$3.39M invested
- 8. Qantas Airways Ltd<0.01% of assets$55,851 invested
- 9. ASX Ltd<0.01% of assets$77,856 invested
- 10. Standard Chartered PLC0.03% of assets$489,774 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 Ltd0.94% of assets$13.33M invested
- 2. Samsung Electronics Co Ltd0.54% of assets$7.65M invested
- 3. Reliance Industries Ltd0.06% of assets$896,903 invested
- 4. China Construction Bank Corp0.05% of assets$765,090 invested
- 5. Hyundai Motor Co0.05% of assets$681,918 invested
- 6. Industrial & Commercial Bank of China Ltd0.04% of assets$565,853 invested
- 7. Vale SA0.04% of assets$530,449 invested
- 8. Bharti Airtel Ltd0.03% of assets$494,433 invested
- 9. Ping An Insurance Group Co of China Ltd0.03% of assets$484,957 invested
- 10. KB Financial Group Inc0.03% of assets$426,578 invested
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