SWKRX Mutual Fund (Schwab Monthly Income Fund Flexible Payout) is managed by Charles Schwab Asset Management with $82.2M in net assets. SWKRX expense ratio is 0.21%, holding 11 positions across sectors including Unknown, Financials, Other. Inception date: 2008-03-28.

SWKRX performance shows a YTD return of 5.00%. The 1-year return is 12.19% and the 5-year return is 2.91%. SWKRX dividend yield stands at 3.93%, paid monthly.

SWKRX top holdings include Schwab US Dividend Equity ETF (20.1%), Schwab Strategic Trust-Schwab International Dividend Equity ETF (19.8%), Schwab U.s. Aggregate Bond Index Fund (17.2%), Schwab High Yield Bond Etf (11.3%), Cohen & Steer Pr Sec&inc (7.1%). View all SWKRX holdings, sector breakdown, or dividend history.

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