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SWERX
Schwab Target 2040 Fund
Analysis
Holdings
Technical Analysis
Performance
Similar Mutual Funds
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SWERX Mutual Fund Holdings Information

Holdings Count
21
Total Assets
1.25B
Top 10 Percentage
77.22%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
21 Holdings
21 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
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SWPPX
Schwab S&P 500 Index Fund
19.89%
$248.51M
―
―
―
―
―
SWMIX
Schwab International Opportunities Fund
11.39%
$142.35M
―
―
―
―
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SICNX
Schwab International Core Equity Fund
8.37%
$104.51M
―
―
―
―
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LGILX
Schwab Select Large Cap Growth Fund
7.98%
$99.69M
―
―
―
―
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SWAGX
Schwab U.S. Aggregate Bond Index Fund
7.14%
$89.15M
―
―
―
―
―
DODGX
Dodge & Cox Stock Fund
5.30%
$66.20M
―
―
―
―
―
SFLNX
Schwab Fundamental U.S. Large Company Index Fund
4.62%
$57.75M
―
―
―
―
―
SWASX
Schwab Global Real Estate Fund
4.62%
$57.74M
―
―
―
―
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SWANX
Schwab Core Equity Fund
4.01%
$50.09M
―
―
―
―
―
SWSCX
Schwab Small-Cap Equity Fund
3.89%
$48.65M
―
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Rows:
10

Sector Breakdown

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Breakdown By Smart Score

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SWERX Mutual Funds FAQ

What are Mutual Funds SWERX’s top 3 holdings?
SWERX’s top 3 holdings are SWPPX, SWMIX, SICNX.
    What is Mutual Funds SWERX’s holdings count?
    Mutual Funds SWERX’s is holdings 21 different assets.
      What are the total assets of Mutual Funds SWERX?
      Mutual Funds SWERX’s total assets are 1.25B.
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