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$611,614 invested
- 2. Transurban Group0.03% of assets$383,862 invested
- 3. GPT Group/The<0.01% of assets$90,444 invested
- 4. QBE Insurance Group Ltd0.02% of assets$246,968 invested
- 5. Allianz SE0.16% of assets$2.16M invested
- 6. International Flavors & Fragrances Inc0.01% of assets$198,526 invested
- 7. AstraZeneca PLC0.26% of assets$3.58M invested
- 8. Qantas Airways Ltd<0.01% of assets$61,711 invested
- 9. ASX Ltd<0.01% of assets$94,254 invested
- 10. Standard Chartered PLC0.04% of assets$527,819 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 Ltd0.69% of assets$9.6M invested
- 2. Samsung Electronics Co Ltd0.3% of assets$4.14M invested
- 3. Reliance Industries Ltd0.07% of assets$1.03M invested
- 4. China Construction Bank Corp0.06% of assets$872,086 invested
- 5. Industrial & Commercial Bank of China Ltd0.04% of assets$570,165 invested
- 6. Bharti Airtel Ltd0.04% of assets$564,018 invested
- 7. Ping An Insurance Group Co of China Ltd0.03% of assets$407,301 invested
- 8. Vale SA0.03% of assets$387,616 invested
- 9. KB Financial Group Inc0.03% of assets$385,427 invested
- 10. Bank of China Ltd0.03% of assets$355,347 invested
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