SWPRX Mutual Fund

SWPRX Mutual Fund (Schwab Target 2060 Fund) is managed by Charles Schwab Asset Management with $111.0M in net assets. SWPRX expense ratio is 0.58%, holding 19 positions across various sectors. Inception date: 2016-08-25.

SWPRX performance shows a YTD return of 10.30%. The 1-year return is 14.30% and the 5-year return is 8.47%. SWPRX dividend yield stands at 3.39%, paid annually.

SWPRX top holdings include Schwab S&p 500 Index Fund (19.9%), Laudus International Marketmasters Fund (13.9%), Schwab International Core Equity Fund (10.4%), Laudus U.s. Large Cap Growth Fund (9.9%), Goldman Sachs Emerging Markets Equity Insights Fund (6.3%). Go to all SWPRX holdings, SWPRX sectors, or SWPRX dividends.

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