SWQRX Mutual Fund

SWQRX Mutual Fund (Schwab Target 2065 Fund) is managed by Charles Schwab Asset Management with $39.5M in net assets. SWQRX expense ratio is 0.58%, holding 18 positions across various sectors. Inception date: 2021-02-25.

SWQRX performance shows a YTD return of 10.56%. The 1-year return is 14.74% and the 5-year return is 8.62%. SWQRX dividend yield stands at 2.84%, paid annually.

SWQRX top holdings include Schwab S&p 500 Index Fund (20.0%), Laudus International Marketmasters Fund (14.2%), Schwab International Core Equity Fund (10.5%), Laudus U.s. Large Cap Growth Fund (10.1%), Goldman Sachs Emerging Markets Equity Insights Fund (7.0%). Go to all SWQRX holdings, SWQRX sectors, or SWQRX dividends.

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