SWERX Mutual Fund

SWERX Mutual Fund (Schwab Target 2040 Fund) is managed by Charles Schwab Asset Management with $1.34B in net assets. SWERX expense ratio is 0.49%, holding 21 positions across various sectors. Inception date: 2005-07-01.

SWERX performance shows a YTD return of 7.62%. The 1-year return is 17.03% and the 5-year return is 7.49%. SWERX dividend yield stands at 6.64%, paid annually.

SWERX top holdings include Schwab S&p 500 Index Fund (19.4%), Laudus International Marketmasters Fund (11.0%), Schwab International Core Equity Fund (8.5%), Laudus U.s. Large Cap Growth Fund (7.6%), Schwab U.s. Aggregate Bond Index Fund (7.3%). Go to all SWERX holdings, SWERX sectors, or SWERX dividends.

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