Schwab Target 2025 FundSWHRX
Type
Mutual fund
Peer group
Target-date
Net assets
$398.3M
Expense ratio
0.29%
1-year return
+14.6%
3 years, a year
+10.8%
5 years, a year
+5.0%
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 | 22.24% |
| Schwab S&P 500 Index Fund | 15.42% |
| Baird Aggregate Bond Fund | 11.25% |
| Schwab Short-Term Bond Index Fund | 6.76% |
| Schwab Treasury Inflation Protected Securities Index Fund | 5.92% |
| Schwab International Opportunities Fund | 5.82% |
| Schwab Select Large Cap Growth Fund | 4.62% |
| Schwab International Core Equity Fund | 4.46% |
| Dodge & Cox Stock Fund | 3.17% |
| Allspring Core Plus Bond Fund | 2.85% |
More on SWHRX.
- SWHRX overview
- SWHRX holdings
- SWHRX risk
- SWHRX costs
- SWHRX money in and out
- SWHRX share classes
- Compare SWHRX 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.