SWORX Mutual Fund
SWORX Mutual Fund
NAV$22.25
AUM$232M
TER0.56%
Holdings20
See how much of SWORX you already own
SWORX Mutual Fund
NAV$22.25
Schwab Target 2055 Fund
AUM$232M
TER0.56%
Holdings20
See how much of SWORX you already own
SWORX Mutual Fund Similar Funds
SWORX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives.
SWORX alternatives help with portfolio diversification and cost optimization. SWORX overlap shows shared holdings with similar funds. SWORX tax-loss harvesting finds correlated substitutes.