SWMRX Mutual Fund

SWMRX Mutual Fund (Schwab Target 2045 Fund) is managed by Charles Schwab Asset Management with $340.3M 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 8.44%. The 1-year return is 18.68% and the 5-year return is 7.82%. SWMRX dividend yield stands at 4.75%, 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%). Go to all SWMRX holdings, SWMRX sectors, or SWMRX dividends.

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