SWRRX Mutual Fund

SWRRX Mutual Fund

NAV$10.75
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Fund Essentials

Net Assets
$1M
Expense Ratio
0.58%
Dividend Yield (Current)
-
Holdings
0
Inception Date
Feb 26, 2026
Fund Family
Charles Schwab Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Top Holdings

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Peer Comparison

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SWRRX Mutual Fund Overview

SWRRX Mutual Fund (Schwab Target 2070 Fund) is managed by Charles Schwab Asset Management with $1.1M in net assets. SWRRX expense ratio is 0.58%, various sectors. Inception date: 2026-02-26.

SWRRX performance shows data across multiple time periods..

SWRRX top holdings include a diversified portfolio. View all SWRRX holdings, sector breakdown, or dividend history.

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