Schwab Target 2055 Fund (SWORX)

SWORX Holdings Information

SWORX is a mutual fund with a total of 21 individual holdings.

• Total Holdings: 21
• Top 10 Percentage: 85.04%
• Asset Class: Equity
• Fund Category: Target-Date 2055
• Assets: 268.48M
• Forward PE Ratio: 15.96

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	SWPPX	Schwab S&P 500 Index Fund	19.28%	3,239,600
2	SWMIX	Schwab International Opportunities Fund	13.63%	1,588,947
3	SICNX	Schwab International Core Equity Fund	10.52%	1,918,290
4	LGILX	Schwab Select Large Cap Growth Fund	9.19%	1,095,426
5	DODGX	Dodge & Cox Stock Fund Class I	6.13%	1,072,223
6	SFLNX	Schwab Fundamental U.S. Large Company Index Fund	5.95%	508,986
7	GERIX	Goldman Sachs Emerging Markets Equity Insights Fund International	5.60%	1,341,643
8	SWSCX	Schwab Small-Cap Equity Fund™	5.47%	740,179
9	SWASX	Schwab Global Real Estate Fund™	4.91%	2,051,243
10	SWANX	Schwab Core Equity Fund™	4.36%	529,410
11	SWAGX	Schwab U.S. Aggregate Bond Index Fund	2.29%	721,947
12	PJFQX	PGIM Jennison Growth Fund - Class R6	2.11%	91,944
13	SWMCX	Schwab ® U.S. Mid-Cap Index Fund	2.02%	390,612
14	LSIIX	Loomis Sayles Investment Grade Bond Fund Class Y	1.91%	552,591
15	DNSMX	Driehaus Small Cap Growth Fund Institutional Class	1.71%	178,284
16	SFNNX	Schwab Fundamental International Equity Index Fund	1.30%	244,740
17	PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class	1.13%	329,465
18	STYJX	Allspring Core Plus Bond Fund Class R6	0.78%	195,500
19	SWSBX	Schwab Short-Term Bond Index Fund	0.70%	203,802
20	n/a	Usd	0.67%	1,875,419
21	BAGIX	Baird Aggregate Bond Fund Class Institutional	0.35%	99,471