Schwab Target 2030 FundSWDRX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.0B
Expense ratio
0.38%
1-year return
+18.4%
3 years, a year
+12.9%
5 years, a year
+6.2%
Holdings
22
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 S&P 500 Index Fund | 17.41% |
| Schwab U.S. Aggregate Bond Index Fund | 16.13% |
| Schwab International Opportunities Fund | 8.02% |
| Baird Aggregate Bond Fund | 7.39% |
| Schwab International Core Equity Fund | 6.18% |
| Schwab Select Large Cap Growth Fund | 5.53% |
| Schwab Short-Term Bond Index Fund | 4.81% |
| Dodge & Cox Stock Fund | 3.99% |
| Allspring Core Plus Bond Fund | 3.66% |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 3.52% |
More on SWDRX.
- SWDRX overview
- SWDRX holdings
- SWDRX risk
- SWDRX costs
- SWDRX money in and out
- SWDRX share classes
- Compare SWDRX 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.