Schwab Target 2010 FundSWBRX
Type
Mutual fund
Peer group
Target-date
Net assets
$44.0M
Expense ratio
0.25%
1-year return
+12.2%
3 years, a year
+9.1%
5 years, a year
+4.1%
Holdings
21
What it aims to do.
The fund seeks to provide capital appreciation and income consistent with its current asset allocation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Schwab U.S. Aggregate Bond Index Fund | 27.39% |
| Baird Aggregate Bond Fund | 15.53% |
| Schwab S&P 500 Index Fund | 12.33% |
| Schwab Short-Term Bond Index Fund | 8.22% |
| Schwab Treasury Inflation Protected Securities Index Fund | 6.86% |
| Schwab International Opportunities Fund | 3.82% |
| Schwab Select Large Cap Growth Fund | 3.76% |
| Schwab International Core Equity Fund | 3.11% |
| Dodge & Cox Stock Fund | 2.55% |
| Schwab Government Money Fund | 2.51% |
More on SWBRX.
- SWBRX overview
- SWBRX holdings
- SWBRX risk
- SWBRX costs
- SWBRX money in and out
- SWBRX share classes
- Compare SWBRX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.