SWBRX Mutual Fund

SWBRX Mutual Fund (Schwab Target 2010 Fund) is managed by Charles Schwab Asset Management with $42.5M in net assets. SWBRX expense ratio is 0.25%, holding 21 positions across various sectors. Inception date: 2005-07-01.

SWBRX performance shows a YTD return of 3.22%. The 1-year return is 8.53% and the 5-year return is 3.44%. SWBRX dividend yield stands at 7.29%, paid annually.

SWBRX top holdings include Schwab U.s. Aggregate Bond Index Fund (27.4%), Baird Aggregate Bond Fund (15.5%), Schwab S&p 500 Index Fund (12.3%), Schwab Short-term Bond Index Fund (8.2%), Schwab Treasury Inflation Protected Securities Index Fund (6.9%). Go to all SWBRX holdings, SWBRX sectors, or SWBRX dividends.

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