SWHRX Mutual Fund
SWHRX Mutual Fund
SWHRX Mutual Fund
Schwab Target 2025 Fund
SWHRX Mutual Fund Overview
SWHRX Mutual Fund (Schwab Target 2025 Fund) is managed by Charles Schwab Asset Management with $353.4M in net assets. SWHRX expense ratio is 0.32%, holding 21 positions across various sectors. Inception date: 2008-03-12.
SWHRX performance shows a YTD return of 3.20%. The 1-year return is 5.23% and the 5-year return is 4.14%. SWHRX dividend yield stands at 3.11%.
SWHRX top holdings include Schwab U.s. Aggregate Bond Index Fund (23.3%), Schwab S&p 500 Index Fund (15.6%), Baird Aggregate Bond Fund (11.2%), Schwab Short-term Bond Index Fund (6.9%), Schwab Treasury Inflation Protected Securities Index Fund (6.0%). Go to all SWHRX holdings, SWHRX sectors, or SWHRX dividends.
SWHRX can be compared against other funds. Use SWHRX overlap to find shared positions, or SWHRX vs another fund for a side-by-side view. SWHRX alternatives are available via the screener, along with tax-loss harvesting opportunities.