SWIRX Mutual Fund

SWIRX Mutual Fund (Schwab Target 2035 Fund) is managed by Charles Schwab Asset Management with $687.6M in net assets. SWIRX expense ratio is 0.45%, holding 22 positions across various sectors. Inception date: 2008-03-12.

SWIRX performance shows a YTD return of 6.70%. The 1-year return is 15.29% and the 5-year return is 6.53%. SWIRX dividend yield stands at 6.36%, paid annually.

SWIRX top holdings include Schwab S&p 500 Index Fund (18.8%), Schwab U.s. Aggregate Bond Index Fund (11.2%), Laudus International Marketmasters Fund (9.8%), Schwab International Core Equity Fund (7.4%), Laudus U.s. Large Cap Growth Fund (6.8%). Go to all SWIRX holdings, SWIRX sectors, or SWIRX dividends.

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