To pursue its investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).
Schwab funds can be purchased directly through their website, typically with no transaction fee.0
Visit Schwab.comAffiliate disclosure: Some links on this page are affiliate links. If you open an account through a link on this site, we may earn a commission at no additional cost to you. This does not influence our fund data or analysis. Learn more.
Schwab Core Equity Fund™",
Pre-filled with SWANX's historical average return
SWANX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on SWANX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Schwab Core Equity Fund™",
How much are you investing today?
How much will you contribute each month?
How long will you invest for?
Pre-filled with SWANX's historical average return
Important: This projection uses simplified assumptions based on SWANX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
SWANX is the ticker symbol for Schwab Core Equity Fund™",, a Target-Date 2030 mutual fund managed by Schwab. To pursue its investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).
SWANX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
SWANX has posted a 1-year return of +18.48%, 3-year return of +22.60%, 5-year return of +24.78%, 10-year return of +706.66%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
SWANX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether SWANX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Target-Date 2030 category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
