Schwab Target 2020 Fund (SWCRX) Research
This fund strives to achieve its financial objectives mainly by allocating capital to a blend of affiliated Schwab and Laudus investment products. It also has the discretion to invest in mutual funds managed by independent third-party entities. Collectively, these Schwab, Laudus, and external funds are referred to as the "underlying funds." The fund's investments in these underlying components are guided by its established target portfolio allocation.
Market snapshot
- Symbol
- SWCRX
- Price
- $13.53
- Day change
- +0.59%
- Market cap
- $280.9M
- 52-week range
- 12.62-14.32
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- DoubleLine Opportunistic Credit Fund (DBL)
- ClearBridge Mid Cap Growth Fund (LBGIX)
- Victory Integrity Mid-Cap Value Fund (MYIMX)
- Nuveen California Municipal Value Fund (NCA)
- Nuveen Core Plus Impact Fund (NPCT)
- Cohen & Steers Total Return Realty Fund, Inc. (RFI)
- SA International Small Company Fund (SAISX)
- Schwab Target 2025 Fund (SWHRX)
Open Schwab Target 2020 Fund (SWCRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.