SWDRX Mutual Fund

SWDRX Mutual Fund (Schwab Target 2030 Fund) is managed by Charles Schwab Asset Management with $1.04B in net assets. SWDRX expense ratio is 0.40%, holding 22 positions across various sectors. Inception date: 2005-07-01.

SWDRX performance shows a YTD return of 5.49%. The 1-year return is 13.03% and the 5-year return is 5.50%. SWDRX dividend yield stands at 7.85%, paid annually.

SWDRX top holdings include Schwab U.s. Aggregate Bond Index Fund (16.1%), Baird Aggregate Bond Fund (7.4%), Schwab Short-term Bond Index Fund (4.8%), Allspring Core Plus Bond Fund (3.7%), Pimco International Bond Fund U.s. Dollar-hedged (3.5%). Go to all SWDRX holdings, SWDRX sectors, or SWDRX dividends.

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