The Schwab Target Fund series takes a more hands-on approach by combining active and passive underlying funds, but pockets of team turnover limit expectations relative to its more efficient Schwab Target Index counterpart.
Schwab Target 2020 Fund SWCRX
- NAV / 1-Day Return 13.45 / +1.13 %
- Total Assets 274.9M
-
Adj. Expense Ratio
0.280%
- Expense Ratio 0.000
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.96%
- Turnover 9%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:31 AM GMT+0
Morningstar’s Analysis SWCRX
Will SWCRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SWCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SWCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 82.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Schwab US Aggregate Bond Index | 24.34 | 70M | — |
Schwab® S&P 500 Index | 13.94 | 40M | — |
Baird Aggregate Bond Inst | 12.26 | 35M | — |
Schwab Short-Term Bond Index | 7.18 | 21M | — |
Schwab Treasury Infl Protected Secs Idx | 6.11 | 18M | — |
Schwab International Opportunities | 5.19 | 15M | — |
Schwab Select Large Cap Growth | 4.19 | 12M | — |
Schwab® International Core Equity | 4.07 | 12M | — |
Dodge & Cox Stock I | 2.91 | 8M | — |
Allspring Core Plus Bond R6 | 2.60 | 7M | — |
United States