SWGRX Mutual Fund (Schwab Target 2015 Fund) is managed by Charles Schwab Asset Management with $41.5M in net assets. SWGRX expense ratio is 0.27%, holding 21 positions across sectors including Unknown, Other. Inception date: 2008-03-12.

SWGRX performance shows a YTD return of 4.36%. The 1-year return is 10.38% and the 5-year return is 3.82%. SWGRX dividend yield stands at 8.48%, paid annually.

SWGRX top holdings include Schwab U.s. Aggregate Bond Index Fund (25.1%), Schwab S&p 500 Index Fund (13.5%), Baird Aggregate Bond Fund (13.4%), Schwab Short-term Bond Index Fund (7.5%), Schwab Treasury Inflation Protected Securities Index Fund (6.4%). View all SWGRX holdings, sector breakdown, or dividend history.

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