SWGRX Mutual Fund

SWGRX Mutual Fund (Schwab Target 2015 Fund) is managed by Charles Schwab Asset Management with $42.2M in net assets. SWGRX expense ratio is 0.27%, holding 21 positions across various sectors. Inception date: 2008-03-12.

SWGRX performance shows a YTD return of 3.64%. The 1-year return is 9.42% and the 5-year return is 3.44%. SWGRX dividend yield stands at 8.54%, paid annually.

SWGRX top holdings include Schwab U.s. Aggregate Bond Index Fund (25.1%), Schwab S&p 500 Index Fund (13.5%), Baird Aggregate Bond Fund (13.4%), Schwab Short-term Bond Index Fund (7.5%), Schwab Treasury Inflation Protected Securities Index Fund (6.4%). Go to all SWGRX holdings, SWGRX sectors, or SWGRX dividends.

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