Schwab Target 2060 (SWPRX)

Fund Assets	117.12M
Expense Ratio	0.57%
Min. Investment	$0.00
Turnover	2.00%
Dividend (ttm)	0.68
Dividend Yield	3.34%
Dividend Growth	40.83%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2025

Previous Close	20.51
YTD Return	13.69%
1-Year Return	21.03%
5-Year Return	53.98%
52-Week Low	17.30
52-Week High	20.68
Beta (5Y)	0.94
Holdings	20
Inception Date	Aug 25, 2016

About SWPRX

The Schwab Target 2060 Fund is a target-date mutual fund designed to align with the long-term retirement goals of individuals expecting to retire around the year 2060. Its core purpose is to provide a professionally managed, diversified investment solution that gradually evolves its asset allocation—starting with a focus on growth-oriented assets like equities and shifting toward more conservative holdings such as bonds and cash as the target date approaches. The fund primarily invests in a blend of affiliated Schwab mutual funds, offering exposure to domestic and international equities, real estate, and fixed income securities. This all-in-one fund structure seeks to balance risk and return based on a long-term investment timeline, handling periodic portfolio rebalancing automatically for investors. The Schwab Target 2060 Fund serves a significant role in the retirement planning market, catering to investors seeking a hands-off, age-based investment strategy that adjusts its risk profile over time to address both wealth accumulation and, ultimately, capital preservation needs as retirement nears.

• Fund Family: Schwab
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: SWPRX
• Index: Dow Jones US Total Stock Market TR

Performance

SWPRX had a total return of 21.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.33%.

Top 10 Holdings

87.26% of assets

Name	Symbol	Weight
Schwab S&P 500 Index Fund	SWPPX	19.76%
Schwab International Opportunities Fund	SWMIX	13.66%
Schwab International Core Equity Fund	SICNX	10.64%
Schwab Large Cap Growth Opportunities Fund	LGILX	9.37%
Dodge & Cox Stock Fund Class I	DODGX	6.48%
Schwab Fundamental U.S. Large Company Index Fund	SFLNX	6.18%
Goldman Sachs Em Mkts Eq Insghts Intl	GERIX	5.98%
Schwab Small-Cap Equity Fund™	SWSCX	5.85%
Schwab Global Real Estate Fund™	SWASX	4.84%
Schwab Core Equity Fund™	SWANX	4.50%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2025	$0.6788	Dec 30, 2025
Dec 30, 2024	$0.482	Dec 30, 2024
Dec 28, 2023	$0.4617	Dec 28, 2023
Dec 29, 2022	$0.7259	Dec 29, 2022
Dec 30, 2021	$0.7365	Dec 30, 2021
Dec 30, 2020	$0.2505	Dec 30, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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