SWORX Mutual Fund

SWORX Mutual Fund (Schwab Target 2055 Fund) is managed by Charles Schwab Asset Management with $229.0M in net assets. SWORX expense ratio is 0.56%, holding 20 positions across various sectors. Inception date: 2013-01-23.

SWORX performance shows a YTD return of 9.91%. The 1-year return is 13.84% and the 5-year return is 8.31%. SWORX dividend yield stands at 4.00%, paid annually.

SWORX top holdings include Schwab S&p 500 Index Fund (19.9%), Laudus International Marketmasters Fund (14.1%), Schwab International Core Equity Fund (10.3%), Laudus U.s. Large Cap Growth Fund (9.3%), Schwab Fundamental US Large Company Index Fund (6.2%). Go to all SWORX holdings, SWORX sectors, or SWORX dividends.

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