Schwab Target 2065 FundSWQRX
Type
Mutual fund
Peer group
Target-date
Net assets
$50.0M
Expense ratio
0.58%
1-year return
+30.2%
3 years, a year
+18.5%
5 years, a year
+9.1%
Holdings
18
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 | 19.95% |
| Schwab International Opportunities Fund | 13.93% |
| Schwab Select Large Cap Growth Fund | 10.26% |
| Schwab International Core Equity Fund | 10.19% |
| Goldman Sachs Emerging Markets Equity Insights Fund | 6.86% |
| Dodge & Cox Stock Fund | 6.17% |
| Schwab Small-Cap Equity Fund | 5.99% |
| Schwab Fundamental U.S. Large Company Index Fund | 5.92% |
| Schwab Global Real Estate Fund | 4.82% |
| Schwab Core Equity Fund | 4.75% |
More on SWQRX.
- SWQRX overview
- SWQRX holdings
- SWQRX risk
- SWQRX costs
- SWQRX money in and out
- SWQRX share classes
- Compare SWQRX 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.