Schwab Target 2050 FundSWNRX

MUTUAL FUNDSchwab
Type
Mutual fund
Peer group
Target-date
Net assets
$414.0M
Expense ratio
0.54%
1-year return
+27.8%
3 years, a year
+17.5%
5 years, a year
+8.6%
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 Fund19.66%
Schwab International Opportunities Fund13.03%
Schwab International Core Equity Fund10.16%
Schwab Select Large Cap Growth Fund9.08%
Dodge & Cox Stock Fund5.75%
Schwab Fundamental U.S. Large Company Index Fund5.71%
Goldman Sachs Emerging Markets Equity Insights Fund5.47%
Schwab Small-Cap Equity Fund5.14%
Schwab Global Real Estate Fund4.59%
Schwab Core Equity Fund4.09%

More on SWNRX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.