SWORX Mutual Fund

SWORX Mutual Fund (Schwab Target 2055 Fund) is managed by Charles Schwab Asset Management with $232.4M in net assets. SWORX expense ratio is 0.56%, holding 20 positions across various sectors. Inception date: 2013-01-23.

SWORX performance shows a YTD return of 9.51%. The 1-year return is 20.65% and the 5-year return is 8.64%. SWORX dividend yield stands at 4.02%, paid annually.

SWORX top holdings include Schwab U.s. Aggregate Bond Index Fund (2.1%), Loomis Sayles Investment Grade Bond Fund Class Y (1.8%), Pimco International Bond Fund U.s. Dollar-hedged (1.0%), Allspring Core Plus Bond Fund (0.7%), Schwab Short-term Bond Index Fund (0.6%). Go to all SWORX holdings, SWORX sectors, or SWORX dividends.

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