SWLRX Mutual Fund

SWLRX Mutual Fund (Schwab Monthly Income Fund Income Payout) is managed by Charles Schwab Asset Management with $77.5M in net assets. SWLRX expense ratio is 0.18%, holding 12 positions across sectors including Financials. Inception date: 2008-03-28.

SWLRX performance shows a YTD return of 5.58%. The 1-year return is 8.46% and the 5-year return is 2.14%. SWLRX dividend yield stands at 4.57%, paid monthly.

SWLRX top holdings include Schwab U.s. Aggregate Bond Index Fund (25.9%), Schwab US Dividend Equity ETF (13.5%), Schwab Strategic Trust-Schwab International Dividend Equity ETF (11.0%), Schwab High Yield Bond Etf (8.9%), Schwab -10 Year Corporate Bond Etf (8.8%). Go to all SWLRX holdings, SWLRX sectors, or SWLRX dividends.

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