Schwab Target 2015 FundSWGRX
Type
Mutual fund
Peer group
Target-date
Net assets
$45.8M
Expense ratio
0.27%
1-year return
+13.3%
3 years, a year
+9.7%
5 years, a year
+4.4%
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 | 25.06% |
| Schwab S&P 500 Index Fund | 13.52% |
| Baird Aggregate Bond Fund | 13.44% |
| Schwab Short-Term Bond Index Fund | 7.50% |
| Schwab Treasury Inflation Protected Securities Index Fund | 6.39% |
| Schwab International Opportunities Fund | 4.66% |
| Schwab Select Large Cap Growth Fund | 4.20% |
| Schwab International Core Equity Fund | 3.81% |
| Dodge & Cox Stock Fund | 2.79% |
| Schwab Global Real Estate Fund | 2.43% |
More on SWGRX.
- SWGRX overview
- SWGRX holdings
- SWGRX risk
- SWGRX costs
- SWGRX money in and out
- SWGRX share classes
- Compare SWGRX 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.