SWPRX Mutual Fund (Schwab Target 2060 Fund) is managed by Charles Schwab Asset Management with $105.7M in net assets. SWPRX expense ratio is 0.58%, holding 19 positions across sectors including Unknown. Inception date: 2016-08-25.

SWPRX performance shows a YTD return of 10.79%. The 1-year return is 22.86% and the 5-year return is 8.88%. SWPRX dividend yield stands at 3.37%, paid annually.

SWPRX top holdings include Loomis Sayles Investment Grade Bond Fund Class Y (1.6%), Schwab U.s. Aggregate Bond Index Fund (1.3%), Pimco International Bond Fund U.s. Dollar-hedged (0.7%), Schwab Short-term Bond Index Fund (0.5%), Allspring Core Plus Bond Fund (0.4%). View all SWPRX holdings, sector breakdown, or dividend history.

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