SWHRX Mutual Fund (Schwab Target 2025 Fund) is managed by Charles Schwab Asset Management with $366.5M in net assets. SWHRX expense ratio is 0.32%, holding 21 positions across sectors including Unknown, Other. Inception date: 2008-03-12.

SWHRX performance shows a YTD return of 4.91%. The 1-year return is 11.40% and the 5-year return is 4.55%. SWHRX dividend yield stands at 9.64%, paid annually.

SWHRX top holdings include Schwab U.s. Aggregate Bond Index Fund (22.2%), Schwab S&p 500 Index Fund (15.4%), Baird Aggregate Bond Fund (11.3%), Schwab Short-term Bond Index Fund (6.8%), Schwab Treasury Inflation Protected Securities Index Fund (5.9%). View all SWHRX holdings, sector breakdown, or dividend history.

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