Schwab Target 2060 FundSWPRX
Type
Mutual fund
Peer group
Target-date
Net assets
$136.3M
Expense ratio
0.57%
1-year return
+29.6%
3 years, a year
+18.2%
5 years, a year
+9.0%
Holdings
19
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 | 19.93% |
| Schwab International Opportunities Fund | 13.64% |
| Schwab International Core Equity Fund | 10.09% |
| Schwab Select Large Cap Growth Fund | 9.96% |
| Goldman Sachs Emerging Markets Equity Insights Fund | 6.35% |
| Dodge & Cox Stock Fund | 6.11% |
| Schwab Fundamental U.S. Large Company Index Fund | 6.00% |
| Schwab Small-Cap Equity Fund | 5.73% |
| Schwab Global Real Estate Fund | 4.77% |
| Schwab Core Equity Fund | 4.39% |
More on SWPRX.
- SWPRX overview
- SWPRX holdings
- SWPRX risk
- SWPRX costs
- SWPRX money in and out
- SWPRX share classes
- Compare SWPRX 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.