SWDRX Mutual Fund

SWDRX Mutual Fund (Schwab Target 2030 Fund) is managed by Charles Schwab Asset Management with $1.00B in net assets. SWDRX expense ratio is 0.40%, holding 22 positions across various sectors. Inception date: 2005-07-01.

SWDRX performance shows a YTD return of 4.85%. The 1-year return is 7.44% and the 5-year return is 5.85%. SWDRX dividend yield stands at 2.56%.

SWDRX top holdings include Schwab S&p 500 Index Fund (17.7%), Schwab U.s. Aggregate Bond Index Fund (16.9%), Laudus International Marketmasters Fund (8.0%), Baird Aggregate Bond Fund (7.3%), Schwab International Core Equity Fund (6.5%). Go to all SWDRX holdings, SWDRX sectors, or SWDRX dividends.

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