SWPRX Mutual Fund

SWPRX Mutual Fund (Schwab Target 2060 Fund) is managed by Charles Schwab Asset Management with $111.6M in net assets. SWPRX expense ratio is 0.58%, holding 19 positions across various sectors. Inception date: 2016-08-25.

SWPRX performance shows a YTD return of 9.80%. The 1-year return is 21.19% and the 5-year return is 8.82%. SWPRX dividend yield stands at 3.40%, paid annually.

SWPRX top holdings include Loomis Sayles Investment Grade Bond Fund Class Y (1.6%), Schwab U.s. Aggregate Bond Index Fund (1.3%), Pimco International Bond Fund U.s. Dollar-hedged (0.7%), Schwab Short-term Bond Index Fund (0.5%), Allspring Core Plus Bond Fund (0.4%). Go to all SWPRX holdings, SWPRX sectors, or SWPRX dividends.

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