SWQRX Mutual Fund

SWQRX Mutual Fund (Schwab Target 2065 Fund) is managed by Charles Schwab Asset Management with $39.6M 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 9.95%. The 1-year return is 21.59% and the 5-year return is 8.96%. SWQRX dividend yield stands at 2.85%, 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%). Go to all SWQRX holdings, SWQRX sectors, or SWQRX dividends.

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