SWORX Mutual Fund (Schwab Target 2055 Fund) is managed by Charles Schwab Asset Management with $225.5M in net assets. SWORX expense ratio is 0.56%, holding 20 positions across sectors including Unknown. Inception date: 2013-01-23.

SWORX performance shows a YTD return of 10.47%. The 1-year return is 22.22% and the 5-year return is 8.70%. SWORX dividend yield stands at 3.98%, paid annually.

SWORX top holdings include Schwab U.s. Aggregate Bond Index Fund (2.1%), Loomis Sayles Investment Grade Bond Fund Class Y (1.8%), Pimco International Bond Fund U.s. Dollar-hedged (1.0%), Allspring Core Plus Bond Fund (0.7%), Schwab Short-term Bond Index Fund (0.6%). View all SWORX holdings, sector breakdown, or dividend history.

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