SWMRX Mutual Fund

SWMRX Mutual Fund (Schwab Target 2045 Fund) is managed by Charles Schwab Asset Management with $326.5M in net assets. SWMRX expense ratio is 0.52%, holding 21 positions across various sectors. Inception date: 2013-01-23.

SWMRX performance shows a YTD return of 9.28%. The 1-year return is 20.07% and the 5-year return is 8.19%. SWMRX dividend yield stands at 4.71%, paid annually.

SWMRX top holdings include Schwab S&p 500 Index Fund (19.1%), Laudus International Marketmasters Fund (12.9%), Schwab International Core Equity Fund (9.7%), Laudus U.s. Large Cap Growth Fund (8.5%), Dodge & Cox Stock Fund (5.6%). View all SWMRX holdings, sector breakdown, or dividend history.

SWMRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.