Schwab Target 2055 FundSWORX
Type
Mutual fund
Peer group
Target-date
Net assets
$306.1M
Expense ratio
0.56%
1-year return
+28.8%
3 years, a year
+17.9%
5 years, a year
+8.8%
Holdings
20
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 | 13.51% |
| Schwab International Core Equity Fund | 10.18% |
| Schwab Select Large Cap Growth Fund | 9.64% |
| Dodge & Cox Stock Fund | 5.94% |
| Schwab Fundamental U.S. Large Company Index Fund | 5.92% |
| Goldman Sachs Emerging Markets Equity Insights Fund | 5.81% |
| Schwab Small-Cap Equity Fund | 5.64% |
| Schwab Global Real Estate Fund | 4.88% |
| Schwab Core Equity Fund | 4.41% |
More on SWORX.
- SWORX overview
- SWORX holdings
- SWORX risk
- SWORX costs
- SWORX money in and out
- SWORX share classes
- Compare SWORX 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.