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NasdaqGM - Delayed Quote USD

Schwab Target 2020 (SWCRX)

12.85
+0.03
+(0.23%)
As of 8:09:25 AM EDT. Market Open.
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  • Previous Close 12.82
  • YTD Return 0.87%
  • Expense Ratio 0.28%
  • Category Target-Date 2020
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 294.42M
  • Beta (5Y Monthly) 0.84
  • Yield 3.16%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.43
  • Inception Date Jul 1, 2005

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

Schwab Funds

Fund Family

Target-Date 2020

Fund Category

294.42M

Net Assets

2005-07-01

Inception Date

More about Schwab Target 2020

Performance Overview: SWCRX

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Trailing returns as of 4/28/2025. Category is Target-Date 2020.

YTD Return

SWCRX
0.87%
Category
5.78%
 

1-Year Return

SWCRX
5.64%
Category
18.91%
 

3-Year Return

SWCRX
3.66%
Category
9.48%
 

5-Year Return

SWCRX
6.67%
Category
8.82%
 

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SWANX Schwab Core Equity
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SWDSX Schwab Dividend Equity
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SWHFX Schwab Health Care
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SWKRX Schwab Monthly Income Flexible Payout
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Holdings: SWCRX

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Sector Weightings

SectorSWCRX
Technology   23.62%
Financial Services   13.52%
Healthcare   11.79%
Consumer Cyclical   10.58%
Industrials   10.47%
Communication Services   8.47%
Real Estate   7.90%
Consumer Defensive   5.16%
Energy   3.54%
Basic Materials   2.82%
Utilities   2.13%
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Recent News: SWCRX

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Research Reports: SWCRX

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