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SWORX
Schwab Target 2055 Fd
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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

$21.79
-$0.16(-0.73%)
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Previous Close$21.79
Sub-Category2055
Total Liabilities15.06K
Next Dividend Ex-DateN/A
Expense Ratio0.56%
Holding Count20
Brandschwab capital trust
Dividend Yield
 (―)
CategoryTarget-Date Retirement
Total Assets306.12M
Shares OutstandingN/A
52-Week Range$18.63 - $22.04

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Top 10 Holdings

Name
Weight %
SWPPX
Schwab S&P 500 Index Fund
19.75%
SWMIX
Schwab International Opportunities Fund
13.51%
SICNX
Schwab International Core Equity Fund
10.18%
LGILX
Schwab Select Large Cap Growth Fund
9.64%
DODGX
Dodge & Cox Stock Fund
5.94%
SFLNX
Schwab Fundamental U.S. Large Company Index Fund
5.92%
GERIX
Goldman Sachs Emerging Markets Equity Insights Fund
5.81%
SWSCX
Schwab Small-Cap Equity Fund
5.64%
SWASX
Schwab Global Real Estate Fund
4.89%
SWANX
Schwab Core Equity Fund
4.41%
Total85.69%
Go to Holdings >

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