Schwab Target 2035 FundSWIRX
Type
Mutual fund
Peer group
Target-date
Net assets
$708.0M
Expense ratio
0.44%
1-year return
+21.6%
3 years, a year
+14.5%
5 years, a year
+7.1%
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 | 18.84% |
| Schwab U.S. Aggregate Bond Index Fund | 11.18% |
| Schwab International Opportunities Fund | 9.84% |
| Schwab International Core Equity Fund | 7.40% |
| Schwab Select Large Cap Growth Fund | 6.78% |
| Dodge & Cox Stock Fund | 4.73% |
| Baird Aggregate Bond Fund | 4.33% |
| PIMCO International Bond Fund U.S. Dollar-Hedged | 3.86% |
| Schwab Fundamental U.S. Large Company Index Fund | 3.82% |
| Schwab Global Real Estate Fund | 3.70% |
More on SWIRX.
- SWIRX overview
- SWIRX holdings
- SWIRX risk
- SWIRX costs
- SWIRX money in and out
- SWIRX share classes
- Compare SWIRX 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.