SWIRX Mutual Fund (Schwab Target 2035 Fund) is managed by Charles Schwab Asset Management with $667.6M in net assets. SWIRX expense ratio is 0.45%, holding 22 positions across sectors including Unknown, Other. Inception date: 2008-03-12.

SWIRX performance shows a YTD return of 7.45%. The 1-year return is 16.48% and the 5-year return is 6.89%. SWIRX dividend yield stands at 6.32%, paid annually.

SWIRX top holdings include Schwab S&p 500 Index Fund (18.8%), Schwab U.s. Aggregate Bond Index Fund (11.2%), Laudus International Marketmasters Fund (9.8%), Schwab International Core Equity Fund (7.4%), Laudus U.s. Large Cap Growth Fund (6.8%). View all SWIRX holdings, sector breakdown, or dividend history.

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