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

SWERX Mutual Fund Holdings Information

Holdings Count
20
Total Assets
1.18B
Top 10 Percentage
75.64%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
20 Holdings
20 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
SWPPX
Schwab S&P 500 Index Fund
19.57%
$231.36M
―
―
―
―
―
SWMIX
Schwab International Opportunities Fund
11.23%
$132.74M
―
―
―
―
―
SICNX
Schwab International Core Equity Fund
8.24%
$97.46M
―
―
―
―
―
SWAGX
Schwab U.S. Aggregate Bond Index Fund
6.59%
$77.87M
―
―
―
―
―
LGILX
Schwab Select Large Cap Growth Fund
5.72%
$67.64M
―
―
―
―
―
DODGX
Dodge & Cox Stock Fund
5.60%
$66.20M
―
―
―
―
―
SWASX
Schwab Global Real Estate Fund
5.23%
$61.87M
―
―
―
―
―
SFLNX
Schwab Fundamental U.S. Large Company Index Fund
4.76%
$56.23M
―
―
―
―
―
LSITX
ClearBridge Large Cap Growth Fund
4.57%
$53.99M
―
―
―
―
―
SWANX
Schwab Core Equity Fund
4.14%
$48.97M
―
―
―
―
―
Rows:
10

Sector Breakdown

Currently, no data available

Countries Breakdown

Currently, no data available

Breakdown By Smart Score

Currently, no data available

SWERX Mutual Funds FAQ

What are Mutual Funds SWERX’s top 3 holdings?
SWERX’s top 3 holdings are SWPPX, SWMIX, SICNX.
    What is Mutual Funds SWERX’s holdings count?
    Mutual Funds SWERX’s is holdings 20 different assets.
      What are the total assets of Mutual Funds SWERX?
      Mutual Funds SWERX’s total assets are 1.18B.

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