SWJRX Mutual Fund
SWJRX Mutual Fund
SWJRX Mutual Fund
Schwab Monthly Income Fund Target Payout
SWJRX Mutual Fund Overview
SWJRX Mutual Fund (Schwab Monthly Income Fund Target Payout) is managed by Charles Schwab Asset Management with $70.3M in net assets. SWJRX expense ratio is 0.21%, holding 11 positions across sectors including Financials. Inception date: 2008-03-28.
SWJRX performance shows a YTD return of 8.76%. The 1-year return is 12.45% and the 5-year return is 2.88%. SWJRX dividend yield stands at 4.73%, paid monthly.
SWJRX top holdings include Schwab US Dividend Equity ETF (20.8%), Schwab Strategic Trust-Schwab International Dividend Equity ETF (19.9%), Schwab U.s. Aggregate Bond Index Fund (16.9%), Schwab High Yield Bond Etf (11.0%), Schwab Long-Term U.S. Treasury Etf (6.9%). Go to all SWJRX holdings, SWJRX sectors, or SWJRX dividends.
SWJRX can be compared against other funds. Use SWJRX overlap to find shared positions, or SWJRX vs another fund for a side-by-side view. SWJRX alternatives are available via the screener, along with tax-loss harvesting opportunities.