SWQRX Mutual Fund

SWQRX Mutual Fund (Schwab Target 2065 Fund) is managed by Charles Schwab Asset Management with $37.5M in net assets. SWQRX expense ratio is 0.58%, holding 18 positions across various sectors. Inception date: 2021-02-25.

SWQRX performance shows a YTD return of 11.02%. The 1-year return is 23.38% and the 5-year return is 9.00%. SWQRX dividend yield stands at 2.83%, paid annually.

SWQRX top holdings include Schwab S&p 500 Index Fund (19.5%), Laudus International Marketmasters Fund (14.3%), Schwab International Core Equity Fund (10.8%), Laudus U.s. Large Cap Growth Fund (9.6%), Goldman Sachs Emerging Markets Equity Insights Fund (6.8%). View all SWQRX holdings, sector breakdown, or dividend history.

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