SWKRX Mutual Fund

SWKRX Mutual Fund (Schwab Monthly Income Fund Flexible Payout) is managed by Charles Schwab Asset Management with $84.7M in net assets. SWKRX expense ratio is 0.21%, holding 11 positions across sectors including Financials. Inception date: 2008-03-28.

SWKRX performance shows a YTD return of 7.89%. The 1-year return is 14.57% and the 5-year return is 3.02%. SWKRX dividend yield stands at 3.90%, paid monthly.

SWKRX top holdings include Schwab US Dividend Equity ETF (20.3%), Schwab Strategic Trust-Schwab International Dividend Equity ETF (20.3%), Schwab U.s. Aggregate Bond Index Fund (16.8%), Schwab High Yield Bond Etf (10.9%), Schwab Global Real Estate Fund (7.2%). Go to all SWKRX holdings, SWKRX sectors, or SWKRX dividends.

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