Schwab Target 2065 Index Fund - Schwab
Shareclass
Schwab Target 2065 Index Fund (SWYOX)
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 2065 Index Fund - Schwab SWYOX
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 Canada0.05% of assets$160,177 invested
- 2. Transurban Group0.03% of assets$100,530 invested
- 3. GPT Group/The<0.01% of assets$23,686 invested
- 4. QBE Insurance Group Ltd0.02% of assets$64,679 invested
- 5. Allianz SE0.17% of assets$564,818 invested
- 6. International Flavors & Fragrances Inc0.01% of assets$49,952 invested
- 7. AstraZeneca PLC0.28% of assets$937,495 invested
- 8. Qantas Airways Ltd<0.01% of assets$16,161 invested
- 9. ASX Ltd<0.01% of assets$24,684 invested
- 10. Standard Chartered PLC0.04% of assets$138,231 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 Ltd0.86% of assets$2.86M invested
- 2. Samsung Electronics Co Ltd0.32% of assets$1.08M invested
- 3. Reliance Industries Ltd0.09% of assets$306,326 invested
- 4. China Construction Bank Corp0.08% of assets$259,283 invested
- 5. Industrial & Commercial Bank of China Ltd0.05% of assets$169,518 invested
- 6. Bharti Airtel Ltd0.05% of assets$167,690 invested
- 7. Ping An Insurance Group Co of China Ltd0.04% of assets$121,096 invested
- 8. Vale SA0.03% of assets$115,243 invested
- 9. Bank of China Ltd0.03% of assets$105,649 invested
- 10. Saudi Arabian Oil Co0.03% of assets$100,974 invested
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