Unlock stock picks and a broker-level newsfeed that powers Wall Street.

NasdaqGM - Delayed Quote USD

Schwab Target 2015 (SWGRX)

10.83
+0.03
+(0.28%)
As of 8:07:15 AM EDT. Market Open.
Advanced Chart
Loading Chart for SWGRX
  • Previous Close 10.80
  • YTD Return 0.94%
  • Expense Ratio 0.27%
  • Category Target-Date 2015
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 49.34M
  • Beta (5Y Monthly) 0.81
  • Yield 3.05%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.34
  • Inception Date Mar 12, 2008

The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. It 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 2015

Fund Category

49.34M

Net Assets

2008-03-12

Inception Date

More about Schwab Target 2015

Performance Overview: SWGRX

View More

Trailing returns as of 4/28/2025. Category is Target-Date 2015.

YTD Return

SWGRX
0.94%
Category
5.24%
 

1-Year Return

SWGRX
5.56%
Category
17.09%
 

3-Year Return

SWGRX
3.49%
Category
9.13%
 

5-Year Return

SWGRX
6.34%
Category
8.26%
 

People Also Watch

SWCRX Schwab Target 2020
12.85
+0.23%
 
SWHRX Schwab Target 2025
14.48
+0.28%
 
SWBRX Schwab Target 2010
13.09
+0.23%
 
SWDRX Schwab Target 2030
16.20
+0.31%
 
SWIRX Schwab Target 2035
17.10
+0.35%
 
SWERX Schwab Target 2040
17.95
+0.34%
 
SWKRX Schwab Monthly Income Flexible Payout
10.27
+0.29%
 
SWOBX Schwab Balanced
16.41
+0.43%
 
SWJRX Schwab Monthly Income Target Payout
10.06
+0.30%
 
SWLRX Schwab Monthly Income Income Payout
9.33
+0.21%
 
SWDSX Schwab Dividend Equity
16.24
+0.56%
 
SWRSX Schwab Treasury Infl Protected Secs Idx
10.41
+0.19%
 
SWASX Schwab Global Real Estate
6.31
-0.16%
 
SWMRX Schwab Target 2045
16.54
+0.30%
 
SFILX Schwab Fundamental Intl Sm Eq Idx
13.72
+0.07%
 
SWANX Schwab Core Equity
21.93
+0.60%
 

Holdings: SWGRX

View More

Sector Weightings

SectorSWGRX
Technology   23.91%
Financial Services   13.49%
Healthcare   11.84%
Consumer Cyclical   10.62%
Industrials   10.43%
Communication Services   8.51%
Real Estate   7.61%
Consumer Defensive   5.16%
Energy   3.52%
Basic Materials   2.79%
Utilities   2.12%
View More

Recent News: SWGRX

View More
View More

Research Reports: SWGRX

View More
View More

Top Mutual Funds

FPHAX Fidelity Select Pharmaceuticals Port
24.53
+1.66%
 
RYLDX Rydex Dow 2x Strategy A
147.73
+1.46%
 
UDPIX ProFunds Ultra Dow 30 ProFund
69.38
+1.46%
 
RYCVX Rydex Dow 2x Strategy H
147.09
+1.46%
 
RYCYX Rydex Dow 2x Strategy C
121.67
+1.46%
 
LCMGX Lord Abbett Micro Cap Growth Fund
17.68
+1.43%
 
LFMGX Lord Abbett Micro Cap Growth F
18.53
+1.42%
 
LMIYX Lord Abbett Micro Cap Growth I
18.53
+1.42%
 
LFSFX Lord Abbett Focused Small Cap Value F
25.97
+1.41%
 
LFVCX Lord Abbett Focused Small Cap Value C
24.56
+1.40%
 
INPIX ProFunds Internet UltraSector Inv
50.14
+1.40%
 
LFVAX Lord Abbett Focused Small Cap Value A
23.42
+1.39%
 
LMVVX Lord Abbett Focused Small Cap Value R5
25.81
+1.37%
 
INPSX ProFunds Internet UltraSector Svc
31.80
+1.37%
 
LMVOX Lord Abbett Focused Small Cap Value F3
25.90
+1.37%
 
LMVWX Lord Abbett Focused Small Cap Value R6
25.90
+1.37%
 
VFPIX Private Capital Management Value Fund
17.14
+1.36%
 
EILGX Eaton Vance Atlanta Capital Focused Gr I
18.05
+1.35%
 
BPTIX Baron Partners Institutional
188.47
+1.34%
 
BPTRX Baron Partners Retail
180.34
+1.34%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
64.16
+1.21%
 
WGROX Wasatch Core Growth
80.08
+1.21%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
93.56
+1.21%
 
WIGRX Wasatch Core Growth Institutional
81.88
+1.21%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
450.19
+1.21%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
450.04
+1.21%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
315.82
+1.20%
 
WGMCX Wasatch Ultra Growth Institutional
28.89
+1.19%
 
ARTYX Artisan Developing World Investor
22.62
+1.16%
 
BGRIX Baron Growth Fund
87.47
+1.16%
 
PHLAX PGIM Jennison Health Sciences A
32.46
+1.15%
 
CNPIX Consumer Staples UltraSector ProFund Inv
76.56
+1.15%
 
CNPSX Consumer Staples UltraSector ProFund Svc
66.42
+1.14%
 
PHSZX PGIM Jennison Health Sciences Z
41.63
+1.14%
 
COAGX Gator Capital L/S Fd
48.72
+1.14%
 
APHYX Artisan Developing World Fund
23.07
+1.14%
 
PHLQX PGIM Jennison Health Sciences R6
42.06
+1.13%
 
PJHRX PGIM Jennison Health Sciences R
29.90
+1.12%
 
APDYX Artisan Developing World Fund
22.90
+1.10%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
48.25
+1.07%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
60.85
+1.06%
 
JFNIX Janus Henderson Global Life Sciences Fund
67.91
+1.04%
 
JFNCX Janus Henderson Global Life Sciences Fund
56.84
+1.03%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
67.65
+1.03%
 
JNGLX Janus Henderson Global Life Sciences D
67.77
+1.03%
 
JFNAX Janus Henderson Global Life Sciences Fund
66.09
+1.02%
 
JFNSX Janus Henderson Global Life Sciences Fund
64.22
+1.02%
 
JAGLX Janus Henderson Global Life Sciences T
67.33
+1.02%
 
TFIFX T. Rowe Price Financial Services I
41.90
+1.01%
 
PRISX T. Rowe Price Financial Services
41.99
+1.01%
 
CSMCX Congress Small Cap Growth Institutional
42.44
+1.00%
 
CSMVX Congress Small Cap Growth Retail
36.85
+0.99%
 
RYGBX Rydex Government Long Bd 1.2x Strat Inv
106.05
+0.98%
 
BSFIX Baron Small Cap Instl
29.35
+0.96%
 
MISMX Matthews EM Sm Coms Instl
23.13
+0.96%
 
MSMLX Matthews EM Sm Coms Inv
23.15
+0.96%
 
DHLTX Diamond Hill Select I
22.24
+0.95%
 
DHTYX Diamond Hill Select Fund
22.37
+0.95%
 
BSCFX Baron Small Cap Retail
26.79
+0.94%
 
DVSMX Driehaus Small Cap Growth Investor
19.50
+0.93%
 
UMPSX ProFunds UltraMid Cap Fund
41.23
+0.93%
 
VLAAX Value Line Asset Allocation Investor
41.23
+0.93%
 
BSCUX Baron Small Cap R6
29.33
+0.93%
 
SMFYX American Beacon Stephens Mid-Cap Gr Y
35.93
+0.93%
 
DHTAX Diamond Hill Select Fund
21.86
+0.92%
 
FSLBX Fidelity Select Brokerage & Inv Mgmt
167.30
+0.92%
 
SMFAX American Beacon Stephens Mid-Cap Gr A
28.60
+0.92%
 
DNSMX Driehaus Small Cap Growth Institutional
19.91
+0.91%
 
STMGX American Beacon Stephens Mid-Cap Growth Fund
28.81
+0.91%
 
MGQAX Morgan Stanley Inst Global Stars A
16.64
+0.91%
 
MRFOX Marshfield Concentrated Opportunity
32.34
+0.90%
 
UMPIX ProFunds UltraMid Cap Fund
53.58
+0.90%
 
DFDSX DF Dent Small Cap Growth Investor
22.34
+0.90%
 
VLAIX Value Line Asset Allocation Instl
41.34
+0.90%
 
MGQIX Morgan Stanley Inst Global Stars I
16.76
+0.90%
 
MGQSX Morgan Stanley Inst Global Stars R6
16.76
+0.90%
 
DEOPX Davenport Equity Opportunities
23.52
+0.90%
 
SFMIX American Beacon Stephens Mid-Cap Gr R5
36.38
+0.89%
 
FSPCX Fidelity Select Insurance Port
92.27
+0.89%
 
BARIX Baron Asset Instl
95.76
+0.88%
 
PXSGX Virtus KAR Small-Cap Growth I
28.54
+0.88%
 
WBSIX William Blair Small Cap Growth I
30.90
+0.88%
 
MSFAX Morgan Stanley Inst Global Franchise I
34.36
+0.88%
 
MSFBX Morgan Stanley Inst Global Franchise A
33.32
+0.88%
 
WBSRX William Blair Small Cap Growth R6
31.04
+0.88%
 
WBSNX William Blair Small Cap Growth N
25.30
+0.88%
 
AGFIX AB Growth I
120.84
+0.88%
 
MRLSX AMG Renaissance Large Cap Growth I
17.35
+0.87%
 
ATHAX American Century Heritage A
18.51
+0.87%
 
AGRYX AB Growth Advisor
121.53
+0.87%
 
AGRFX AB Growth A
101.86
+0.87%
 
PSGAX Virtus KAR Small-Cap Growth A
26.90
+0.86%
 
EIERX Eaton Vance Stock I
20.00
+0.86%
 
CSRYX Columbia Select Large Cap Value Inst3
35.42
+0.85%
 
TMPRX Touchstone Mid Cap R6
51.97
+0.85%
 
CSVGX Columbia Select Large Cap Value S
34.65
+0.84%
 
CSVZX Columbia Select Large Cap Value Inst
34.65
+0.84%
 
SLVIX Columbia Select Large Cap Value Inst2
34.67
+0.84%
 
MGRIX Marsico Growth
23.93
+0.84%
 
VEVIX Victory Sycamore Established Value Fund
43.36
+0.84%