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SWJRX
Schwab Monthly Income Fund Moderate Payout
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWJRX Mutual Fund Price & Analysis

The Schwab Monthly Income Fund Moderate Payout (SWJRX) is a mutual fund that aims to provide investors with a steady stream of monthly income while maintaining a moderate level of risk. This fund is managed by Schwab Funds and invests in a diversified portfolio of income-producing assets such as bonds, dividend-paying stocks, and real estate investment trusts (REITs). With a focus on generating consistent income, this fund may be suitable for investors seeking a regular source of cash flow from their investments.

SWJRX Mutual Fund Chart & Stats

Previous Close$10.13
Sub-CategoryModerate Allocation
Total Liabilities172.24K
Last Dividend Ex-Date
May 30, 2025
Expense Ratio0.19%
Holding Count11
Brandschwab capital trust
Dividend Yield
 (4.99%)
CategoryBalanced
Total Assets36.40M
Shares OutstandingN/A
52-Week Range$9.56 - $10.52

SWJRX Mutual Fund News

Schwab US Dividend Equity ETF Sees Positive Fund Flows
PremiumWeekend Updates
Schwab US Dividend Equity ETF Sees Positive Fund Flows
1d ago
SCHD
SCHD ETF News, 6/13/2025
PremiumMarket News
SCHD ETF News, 6/13/2025
2d ago
F
CF
SCHD ETF News, 6/10/2025
PremiumMarket News
SCHD ETF News, 6/10/2025
5d ago
MC
BKE
Schwab US Dividend Equity ETF Sees Positive Fund Flows
PremiumWeekend Updates
Schwab US Dividend Equity ETF Sees Positive Fund Flows
8d ago
SCHD

Top 10 Holdings

Name
Weight %
SCHY
Schwab International Dividend Equity ETF
20.94%
SCHD
Schwab US Dividend Equity ETF
20.04%
SWAGX
Schwab U.S. Aggregate Bond Index Fund
16.56%
BRHYX
BlackRock High Yield Portfolio
10.99%
SWASX
Schwab Global Real Estate Fund
9.56%
CPXIX
Cohen & Steers Preferred Securities and Income Fund Inc
6.90%
SCHQ
Schwab Long-Term U.S. Treasury ETF
6.68%
RPIFX
T Rowe Price Institutional Floating Rate Fund
3.27%
SCHI
Schwab 5-10 Year Corporate Bond ETF
2.97%
SGUXX
Schwab Government Money Fund
1.40%
Total99.31%
Go to Holdings >

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