SWNRX Mutual Fund

SWNRX Mutual Fund (Schwab Target 2050 Fund) is managed by Charles Schwab Asset Management with $344.8M in net assets. SWNRX expense ratio is 0.55%, holding 21 positions across various sectors. Inception date: 2013-01-23.

SWNRX performance shows a YTD return of 9.41%. The 1-year return is 13.29% and the 5-year return is 8.13%. SWNRX dividend yield stands at 4.46%, paid annually.

SWNRX top holdings include Schwab S&p 500 Index Fund (19.9%), Laudus International Marketmasters Fund (13.1%), Schwab International Core Equity Fund (10.0%), Laudus U.s. Large Cap Growth Fund (9.0%), Dodge & Cox Stock Fund (6.1%). Go to all SWNRX holdings, SWNRX sectors, or SWNRX dividends.

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