SWERX Mutual Fund (Schwab Target 2040 Fund) is managed by Charles Schwab Asset Management with $1.31B in net assets. SWERX expense ratio is 0.49%, holding 21 positions across sectors including Unknown, Other. Inception date: 2005-07-01.

SWERX performance shows a YTD return of 8.43%. The 1-year return is 18.39% and the 5-year return is 7.50%. SWERX dividend yield stands at 6.59%, paid annually.

SWERX top holdings include Schwab S&p 500 Index Fund (19.4%), Laudus International Marketmasters Fund (11.0%), Schwab International Core Equity Fund (8.5%), Laudus U.s. Large Cap Growth Fund (7.6%), Schwab U.s. Aggregate Bond Index Fund (7.3%). View all SWERX holdings, sector breakdown, or dividend history.

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