SWBRX Mutual Fund
SWBRX Mutual Fund
Schwab Target 2010 Fund
SWBRX Mutual Fund Overview
SWBRX Mutual Fund (Schwab Target 2010 Fund) is managed by Charles Schwab Asset Management with $42.5M in net assets. SWBRX expense ratio is 0.25%, holding 21 positions across sectors including Unknown, Other. Inception date: 2005-07-01.
SWBRX performance shows a YTD return of 4.04%. The 1-year return is 9.64% and the 5-year return is 3.84%. SWBRX dividend yield stands at 7.24%, paid annually.
SWBRX top holdings include Schwab U.s. Aggregate Bond Index Fund (27.4%), Baird Aggregate Bond Fund (15.5%), Schwab S&p 500 Index Fund (12.3%), Schwab Short-term Bond Index Fund (8.2%), Schwab Treasury Inflation Protected Securities Index Fund (6.9%). View all SWBRX holdings, sector breakdown, or dividend history.
SWBRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWBRX alternatives are available via the screener, along with tax-loss harvesting opportunities.