SWJRX Mutual Fund (Schwab Monthly Income Fund Target Payout) is managed by Charles Schwab Asset Management with $68.2M in net assets. SWJRX expense ratio is 0.21%, holding 11 positions across sectors including Unknown. Inception date: 2008-03-28.

SWJRX performance shows a YTD return of 4.73%. The 1-year return is 12.25% and the 5-year return is 2.82%. SWJRX dividend yield stands at 4.32%, paid monthly.

SWJRX top holdings include SCHD (20.1%), SCHY (19.8%), SWAGX (17.2%), SCYB (11.3%), CPXIX (7.1%). View all SWJRX holdings, sector breakdown, or dividend history.

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