SWCRX Mutual Fund

SWCRX Mutual Fund (Schwab Target 2020 Fund) is managed by Charles Schwab Asset Management with $277.0M in net assets. SWCRX expense ratio is 0.28%, holding 21 positions across various sectors. Inception date: 2005-07-01.

SWCRX performance shows a YTD return of 4.02%. The 1-year return is 10.00% and the 5-year return is 3.52%. SWCRX dividend yield stands at 9.94%, paid annually.

SWCRX top holdings include Schwab U.s. Aggregate Bond Index Fund (24.1%), Schwab S&p 500 Index Fund (14.0%), Baird Aggregate Bond Fund (12.2%), Schwab Short-term Bond Index Fund (7.3%), Schwab Treasury Inflation Protected Securities Index Fund (6.2%). Go to all SWCRX holdings, SWCRX sectors, or SWCRX dividends.

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