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SWJRX • Mutual Fund
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Share
Schwab® Monthly Income Fund - Target Payout
$9.93
Jan 17 · USD · MUTF ·
Disclaimer
1M
6M
YTD
1Y
5Y
MAX
No data
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Compare to
Schwab® Monthly Income Fund - Flexible Payout
$10.14
SWKRX
0.30%
Schwab® Monthly Income Fund - Income Payout
$9.23
SWLRX
0.22%
Schwab Fundamental Emerging Markets Equity Index Fund
$9.09
SFENX
0.78%
Schwab Dividend Equity Fund™
$16.52
SWDSX
0.73%
Schwab Small-Cap Equity Fund™
$20.16
SWSCX
0.60%
Schwab Fundamental International Equity Index Fund
$10.51
SFNNX
0.48%
Schwab MarketTrack Conservative Portfolio™
$15.05
SWCGX
0.33%
Schwab Target 2040 Fund
$18.23
SWERX
0.61%
Schwab® International Core Equity Fund
$11.77
SICNX
0.34%
Schwab Tax-Free Bond Fund™
$10.87
SWNTX
0.28%
insights
Key events
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Key events
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Key events shows relevant news articles on days with large price movements
Mutual fund
A pool of money collected from many investors to invest in stocks, bonds, and other assets. The fund is managed by a professional money manager
Previous close
The last closing price
$9.91
YTD return
Year to date return as of Dec 31, 2024
4.03%
Expense ratio
Percentage of fund assets used for administrative and other expenses
0.26%
Category
Classification system to identify similar funds
Cautious Allocation
Morningstar Rating
A rating that measures how well a fund has performed compared to similar funds
star_rate
star_rate
grade
grade
grade
Net assets
The value of the share class's assets minus the value of its liabilities as of Dec 31, 2024
34.49M USD
Yield
The ratio of annual dividend to net assets as of Dec 31, 2024
4.94%
Front load
Single charge paid by the investor when they purchase shares of the fund
-
Inception date
The date on which the fund was launched
Mar 28, 2008
Market news
Investopedia
9 hours ago
S&P 500 Gains and Losses Today: Intel Stock Soars as Takeover Speculation Spreads
INTC
9.25%
Intel Corp
.INX
1.00%
S&P 500
The Straits Times
9 hours ago
US stocks close higher on ‘broad-based’ rally
.DJI
0.78%
Dow Jones Industrial Average
The Business Times
1 day ago
UOBKH favours SGX-listed US office Reits as corporate giants mandate return to offices
JLL
0.84%
Jones Lang LaSalle Inc
S68
0.58%
Singapore Exchange Ltd
U10
0.00%
UOB-Kay Hian Holdings Ltd
StockNews
9 hours ago
SPY: The Latest on Inflation & the Stock Market
SPY
1.00%
SPDR S&P 500 ETF Trust
Bernama
5 hours ago
US Stocks Close Higher Amid Tech Stocks Revival
.DJI
0.78%
Dow Jones Industrial Average
www.tradingview.com
10 hours ago
BTC-SPX Momentum Gauge + EMA Signal — Indicator by george.sabin.73
BTC / SGD
0.000085%
Bitcoin (BTC / SGD)
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