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SWERX
Schwab Target 2040 Fund
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWERX Mutual Fund Price & Analysis

The Schwab Target 2040 Fund (SWERX) is a mutual fund that aims to provide investors with a diversified portfolio of stocks and bonds that is tailored to their retirement goals. This fund is designed for investors who plan to retire in or around the year 2040, and it automatically adjusts its asset allocation over time to become more conservative as the target date approaches. SWERX offers a low-cost and convenient way for investors to save for their retirement and potentially achieve long-term growth.

SWERX Mutual Fund Chart & Stats

Previous Close$19.12
Sub-Category2040
Total Liabilities47.65K
Last Dividend Ex-Date
Dec 28, 2023
Expense Ratio0.50%
Holding Count21
Brandschwab capital trust
Dividend Yield
0.34 (1.8%)
CategoryTarget-Date Retirement
Total Assets1.18B
Shares OutstandingN/A
52-Week Range$16.40 - $19.37

SWERX 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
4M 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
6M ago
NDX
SPX
FNILX, SWPPX: 2 Index Funds with Over 10% Growth Potential, According to Analysts
PremiumMarket News
FNILX, SWPPX: 2 Index Funds with Over 10% Growth Potential, According to Analysts
8M ago
NDX
SPX

Top 10 Holdings

Name
Weight %
SWPPX
Schwab S&P 500 Index Fund
19.38%
SWMIX
Schwab International Opportunities Fund
11.35%
SICNX
Schwab International Core Equity Fund
8.51%
SWAGX
Schwab U.S. Aggregate Bond Index Fund
6.34%
DODGX
Dodge & Cox Stock Fund
5.64%
LGILX
Schwab Select Large Cap Growth Fund
5.50%
SWASX
Schwab Global Real Estate Fund
5.20%
LSITX
ClearBridge Large Cap Growth Fund
4.68%
SFLNX
Schwab Fundamental U.S. Large Company Index Fund
4.65%
SWSCX
Schwab Small-Cap Equity Fund
4.42%
Total75.67%
Go to Holdings >

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