SWPRX — Schwab Target 2060 Fund
Data updated: 2026-06-25
SWPRX — Schwab Target 2060 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $136.30M AUM · 0.57% expense ratio · 29.6% 1-yr return. From SEC regulatory filings.
SWPRX Fund Overview
SWPRX — Schwab Target 2060 Fund is a US mutual fund managed by Schwab Capital Trust, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Schwab Capital Trust
- Category: Target Date / Glide Path Allocation
- Assets under management: $136.30M
- 1-year return: 29.6%
- Ticker: SWPRX
- SEC CIK: 0000904333
- SEC series ID: S000054918
- Share class ID: C000172771
SWPRX Holdings
Top 10 holdings of Schwab Target 2060 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Schwab S&P 500 Index Fund | 19.93% |
| Schwab International Opportunities Fund | 13.64% |
| Schwab International Core Equity Fund | 10.09% |
| Schwab Select Large Cap Growth Fund | 9.96% |
| Goldman Sachs Emerging Markets Equity Insights Fund | 6.35% |
| Dodge & Cox Stock Fund | 6.11% |
| Schwab Fundamental U.S. Large Company Index Fund | 6.00% |
| Schwab Small-Cap Equity Fund | 5.73% |
| Schwab Global Real Estate Fund | 4.77% |
| Schwab Core Equity Fund | 4.39% |
SWPRX Portfolio Allocation
Asset-class allocation of Schwab Target 2060 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.5% |
SWPRX Performance
Total returns for SWPRX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 7.2% |
| 1 year | 29.6% |
| 3 years (annualised) | 18.2% |
| 5 years (annualised) | 9.0% |
SWPRX Risk Information
Risk metrics for SWPRX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 12.5%
SWPRX Costs and Fees
SWPRX costs about $57 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.57%
- Gross expense ratio: 0.66%
- Portfolio turnover: 5%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
SWPRX Cashflows
Over the 12 months to 2026-04, Schwab Target 2060 Fund had net inflows of $18.11M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | $1.23M |
| 2026-03 | $579.55K |
| 2026-02 | $924.26K |
| 2026-01 | $856.40K |
| 2025-12 | $5.21M |
| 2025-11 | $1.12M |
SWPRX Debt Constituents
No individual debt constituents are reported in Schwab Target 2060 Fund's latest SEC N-PORT filing.
SWPRX Prospectus and SEC Filings
Official Schwab Target 2060 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.