SWJRX Mutual Fund (Schwab Monthly Income Fund Target Payout) is managed by Charles Schwab Asset Management with $68.5M in net assets. SWJRX expense ratio is 0.21%, holding 11 positions across sectors including Financials. Inception date: 2008-03-28.

SWJRX performance shows a YTD return of 6.03%. The 1-year return is 12.25% and the 5-year return is 2.82%. SWJRX dividend yield stands at 4.32%, paid monthly.

SWJRX top holdings include Schwab US Dividend Equity ETF (20.1%), Schwab Strategic Trust-Schwab International Dividend Equity ETF (19.8%), Schwab U.s. Aggregate Bond Index Fund (17.2%), Schwab High Yield Bond Etf (11.3%), Cohen & Steer Pr Sec&inc (7.1%). View all SWJRX holdings, sector breakdown, or dividend history.

SWJRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWJRX alternatives are available via the screener, along with tax-loss harvesting opportunities.