SWRRX Mutual Fund

SWRRX Mutual Fund

NAV$10.72
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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

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SWRRX Mutual Fund Overview

SWRRX Mutual Fund (Schwab Target 2070 Fund) is managed by Charles Schwab Asset Management with $1.3M 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. Go to all SWRRX holdings, SWRRX sectors, or SWRRX dividends.

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