Schwab Target 2020 FundSWCRX
Type
Mutual fund
Peer group
Target-date
Net assets
$287.9M
Expense ratio
0.28%
1-year return
+14.0%
3 years, a year
+10.2%
5 years, a year
+4.7%
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 | 23.55% |
| Schwab S&P 500 Index Fund | 14.79% |
| Baird Aggregate Bond Fund | 11.97% |
| Schwab Short-Term Bond Index Fund | 6.99% |
| Schwab Treasury Inflation Protected Securities Index Fund | 6.09% |
| Schwab International Opportunities Fund | 5.17% |
| Schwab Select Large Cap Growth Fund | 4.35% |
| Schwab International Core Equity Fund | 4.06% |
| Dodge & Cox Stock Fund | 3.09% |
| Schwab Global Real Estate Fund | 2.46% |
More on SWCRX.
- SWCRX overview
- SWCRX holdings
- SWCRX risk
- SWCRX costs
- SWCRX money in and out
- SWCRX share classes
- Compare SWCRX 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.