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SWDRX
Schwab Target 2030 Fund
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWDRX Mutual Fund Price & Analysis

The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds and Laudus Funds. It may also invest in unaffiliated third party mutual funds (referred to herein as unaffiliated funds and, together with Schwab Funds and Laudus Funds, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.
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SWDRX Mutual Fund Chart & Stats

Previous Close$16.13
Sub-Category2030
Total Liabilities26.90K
Last Dividend Ex-Date
Dec 30, 2024
Expense Ratio0.40%
Holding Count21
Brandschwab capital trust
Dividend Yield
 (2.69%)
CategoryTarget-Date Retirement
Total Assets992.01M
Shares OutstandingN/A
52-Week Range$15.57 - $17.68

SWDRX Mutual Fund News

DODGX, OAKMX: 2 Value-Oriented Funds Ready for Today’s Market
PremiumStock Analysis & Ideas
DODGX, OAKMX: 2 Value-Oriented Funds Ready for Today’s Market
9M ago
FXAIX, SWPPX: 2 S&P 500 Index Funds with More Room for Upside, According to Analysts
PremiumMarket News
FXAIX, SWPPX: 2 S&P 500 Index Funds with More Room for Upside, According to Analysts
12M ago
NDX
SPX
FNILX, SWPPX: 2 Index Funds with Over 10% Growth Potential, According to Analysts
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FNILX, SWPPX: 2 Index Funds with Over 10% Growth Potential, According to Analysts
1y ago
NDX
SPX

Top 10 Holdings

Name
Weight %
SWPPX
Schwab S&P 500 Index Fund
18.05%
SWAGX
Schwab U.S. Aggregate Bond Index Fund
14.67%
SWMIX
Schwab International Opportunities Fund
8.51%
BAGIX
Baird Aggregate Bond Fund
7.95%
SICNX
Schwab International Core Equity Fund
6.41%
DODGX
Dodge & Cox Stock Fund
4.58%
LGILX
Schwab Select Large Cap Growth Fund
4.37%
SWSBX
Schwab Short-Term Bond Index Fund
4.28%
LSIIX
Loomis Sayles Investment Grade Bond Fund
4.09%
PFORX
PIMCO International Bond Fund U.S. Dollar-Hedged
3.92%
Total76.83%
Go to Holdings >

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