Schwab Target 2045 FundSWMRX
Type
Mutual fund
Peer group
Target-date
Net assets
$396.5M
Expense ratio
0.52%
1-year return
+26.2%
3 years, a year
+16.8%
5 years, a year
+8.2%
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 S&P 500 Index Fund | 19.75% |
| Schwab International Opportunities Fund | 12.09% |
| Schwab International Core Equity Fund | 9.20% |
| Schwab Select Large Cap Growth Fund | 8.54% |
| Schwab Fundamental U.S. Large Company Index Fund | 5.62% |
| Dodge & Cox Stock Fund | 5.52% |
| Schwab U.S. Aggregate Bond Index Fund | 4.91% |
| Schwab Small-Cap Equity Fund | 4.74% |
| Schwab Global Real Estate Fund | 4.42% |
| Goldman Sachs Emerging Markets Equity Insights Fund | 4.07% |
More on SWMRX.
- SWMRX overview
- SWMRX holdings
- SWMRX risk
- SWMRX costs
- SWMRX money in and out
- SWMRX share classes
- Compare SWMRX 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.