12 Mutual Funds Holding SWASX - Best Fund Exposure

Mutual Funds Holding SWASX

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Mutual Funds Holding SWASX

Get exposure to SWASX through 12 mutual funds

Popular:

See what your portfolio actually owns

Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.

Total Funds

Highest: 6.3%

Lowest ER: 0.18%

4.28%

Avg Weight

$158M

Total Value

All 12 Mutual Funds with SWASX

Fund ↕	Weight ↓	Market Value ↕	Category ↕	Buy↕	Momentum↕	Value↕
SWKRX Schwab Monthly Income Fund Flexible Payout	6.34%	$5M	Allocation/Balanced				View
SWJRX Schwab Monthly Income Fund Target Payout	6.34%	$5M	Debt-oriented balanced				View
SWLRX Schwab Monthly Income Fund Income Payout	6.34%	$5M	Debt-oriented balanced				View
SWQRX Schwab Target 2065 Fund	5.07%	$2M	Target Date				View
SWNRX Schwab Target 2050 Fund	5.01%	$20M	Target Date				View
SWMRX Schwab Target 2045 Fund	4.75%	$18M	Target Date				View
SWERX Schwab Target 2040 Fund	4.18%	$57M	Target Date				View
SWIRX Schwab Target 2035 Fund	3.70%	$26M	Target Date				View
SWHRX Schwab Target 2025 Fund	2.63%	$10M	Target Date				View
SWCRX Schwab Target 2020 Fund	2.54%	$7M	Target Date				View
SWGRX Schwab Target 2015 Fund	Pro	Pro	Pro	██	██	██	Locked
SWBRX Schwab Target 2010 Fund	Pro	Pro	Pro	██	██	██	Locked