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SWORX
Schwab Target 2055 Fd
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWORX Mutual Fund Price & Analysis

The Schwab Target 2055 Fd (SWORX) is a mutual fund that is designed to help investors reach their financial goals by targeting a specific year, in this case 2055. This fund is managed by Schwab, a reputable financial institution, and aims to provide a diversified portfolio of investments that align with the target date. As the target date approaches, the fund will gradually shift towards more conservative investments to help protect the investor's assets. SWORX is a suitable option for investors with a long-term investment horizon and a desire for a hands-off approach to managing their portfolio.

SWORX Mutual Fund Chart & Stats

Previous Close$17.75
Sub-Category2055
Total Liabilities47.30K
Last Dividend Ex-Date
Dec 28, 2023
Expense Ratio0.57%
Holding Count20
Brandschwab capital trust
Dividend Yield
0.29 (1.63%)
CategoryTarget-Date Retirement
Total Assets189.20M
Shares OutstandingN/A
52-Week Range$13.80 - $17.75

SWORX 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
18d 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
3M 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
5M ago
NDX
SPX

Top 10 Holdings

Name
Weight %
SWPPX
Schwab S&P 500 Index Fund
19.88%
SWMIX
Schwab International Opportunities Fund
13.44%
SICNX
Schwab International Core Equity Fund
9.68%
LGILX
Schwab Select Large Cap Growth Fund
9.28%
SWASX
Schwab Global Real Estate Fund
6.18%
DODGX
Dodge & Cox Stock Fund
6.12%
SFLNX
Schwab Fundamental US Large Company Index Fund
5.85%
SWSCX
Schwab Small-Cap Equity Fund
5.49%
GERIX
Goldman Sachs Emerging Markets Equity Insights Fund
4.92%
SWANX
Schwab Core Equity Fund
4.53%
Total85.35%
Go to Holdings >

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