SWCRX Mutual Fund

SWCRX Mutual Fund (Schwab Target 2020 Fund) is managed by Charles Schwab Asset Management with $261.7M in net assets. SWCRX expense ratio is 0.28%, holding 21 positions across various sectors. Inception date: 2005-07-01.

SWCRX performance shows a YTD return of 3.01%. The 1-year return is 4.97% and the 5-year return is 3.53%. SWCRX dividend yield stands at 3.21%.

SWCRX top holdings include Schwab U.s. Aggregate Bond Index Fund (24.3%), Schwab S&p 500 Index Fund (14.8%), Baird Aggregate Bond Fund (12.2%), Schwab Short-term Bond Index Fund (7.2%), Schwab Treasury Inflation Protected Securities Index Fund (6.2%). Go to all SWCRX holdings, SWCRX sectors, or SWCRX dividends.

SWCRX can be compared against other funds. Use SWCRX overlap to find shared positions, or SWCRX vs another fund for a side-by-side view. SWCRX alternatives are available via the screener, along with tax-loss harvesting opportunities.