SWCRX Mutual Fund (Schwab Target 2020 Fund) is managed by Charles Schwab Asset Management with $272.3M in net assets. SWCRX expense ratio is 0.28%, holding 21 positions across sectors including Unknown, Other. Inception date: 2005-07-01.

SWCRX performance shows a YTD return of 4.71%. The 1-year return is 10.98% and the 5-year return is 3.91%. SWCRX dividend yield stands at 9.88%, paid annually.

SWCRX top holdings include Schwab U.s. Aggregate Bond Index Fund (24.1%), Schwab S&p 500 Index Fund (14.0%), Baird Aggregate Bond Fund (12.2%), Schwab Short-term Bond Index Fund (7.3%), Schwab Treasury Inflation Protected Securities Index Fund (6.2%). View all SWCRX holdings, sector breakdown, or dividend history.

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