{
  "page": "compare",
  "query": {
    "a": "SWNRX",
    "b": "SWLRX"
  },
  "retrieved_at": "2026-07-07T16:38:07+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Schwab Target 2050 Fund",
    "ticker": "SWNRX",
    "slug": "SWNRX",
    "series_id": "S000039606",
    "html_url": "https://fundwatcher.app/funds/SWNRX/"
  },
  "fund_b": {
    "name": "Schwab Monthly Income Fund - Income Payout",
    "ticker": "SWLRX",
    "slug": "SWLRX",
    "series_id": "S000021074",
    "html_url": "https://fundwatcher.app/funds/SWLRX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.06505262215973203889258976932",
    "coverage_b_by_a": "0.06505262215973203889258976932",
    "shared_count": 3,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Schwab S&P 500 Index Fund",
        "value": "77805775.02",
        "weight": "0.19826261",
        "shared": false
      },
      {
        "name": "Schwab International Opportunities Fund",
        "value": "54995277.73",
        "weight": "0.14013751",
        "shared": false
      },
      {
        "name": "Schwab International Core Equity Fund",
        "value": "41563613.39",
        "weight": "0.10591130",
        "shared": false
      },
      {
        "name": "Schwab Select Large Cap Growth Fund",
        "value": "34051880.80",
        "weight": "0.08677010",
        "shared": false
      },
      {
        "name": "Dodge & Cox Stock Fund",
        "value": "22029190.75",
        "weight": "0.05613420",
        "shared": false
      },
      {
        "name": "Schwab Fundamental US Large Company Index Fund",
        "value": "21380023.04",
        "weight": "0.05448001",
        "shared": false
      },
      {
        "name": "Goldman Sachs Emerging Markets Equity Insights Fund",
        "value": "21028450.81",
        "weight": "0.05358414",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "19765503.53",
        "weight": "0.05036593",
        "shared": true
      },
      {
        "name": "Schwab Small-Cap Equity Fund",
        "value": "19563783.18",
        "weight": "0.04985191",
        "shared": false
      },
      {
        "name": "Schwab Core Equity Fund",
        "value": "16552528.77",
        "weight": "0.04217871",
        "shared": false
      },
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "10757549.34",
        "weight": "0.02741210",
        "shared": true
      },
      {
        "name": "PGIM Jennison Growth Fund",
        "value": "8490311.03",
        "weight": "0.02163479",
        "shared": false
      },
      {
        "name": "Loomis Sayles Investment Grade Bond Fund",
        "value": "8444192.12",
        "weight": "0.02151727",
        "shared": false
      },
      {
        "name": "Schwab U.S. Mid-Cap Index Fund",
        "value": "7037549.29",
        "weight": "0.01793290",
        "shared": false
      },
      {
        "name": "Driehaus Small Cap Growth Fund",
        "value": "6561006.24",
        "weight": "0.01671858",
        "shared": false
      },
      {
        "name": "PIMCO International Bond Fund U.S. Dollar-Hedged",
        "value": "5603673.08",
        "weight": "0.01427913",
        "shared": false
      },
      {
        "name": "Schwab Fundamental International Large Company Index Fund",
        "value": "5408028.90",
        "weight": "0.01378060",
        "shared": false
      },
      {
        "name": "Allspring Core Plus Bond Fund - Class R6",
        "value": "3958515.82",
        "weight": "0.01008698",
        "shared": false
      },
      {
        "name": "Schwab Short-Term Bond Index Fund",
        "value": "3386481.23",
        "weight": "0.00862934",
        "shared": false
      },
      {
        "name": "Baird Aggregate Bond Inst",
        "value": "3355802.36",
        "weight": "0.00855117",
        "shared": false
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "698824.23",
        "weight": "0.00178073",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "Schwab U.S. Aggregate Bond Index Fund",
        "value": "18598051.03",
        "weight": "0.25962828",
        "shared": true
      },
      {
        "name": "SCHWAB US DVD EQUITY ETF MUTUAL FUND",
        "value": "9262384.04",
        "weight": "0.12930263",
        "shared": false
      },
      {
        "name": "Schwab International Dividend Equity ETF",
        "value": "7737862.30",
        "weight": "0.10802035",
        "shared": false
      },
      {
        "name": "SCHWAB HIGH YIELD BOND ETF",
        "value": "6523946.00",
        "weight": "0.09107411",
        "shared": false
      },
      {
        "name": "Schwab 5-10 Year Corporate Bond ETF",
        "value": "6465455.64",
        "weight": "0.09025758",
        "shared": false
      },
      {
        "name": "Schwab 1-5 Year Corporate Bond ETF",
        "value": "5826124.83",
        "weight": "0.08133254",
        "shared": false
      },
      {
        "name": "C&S-PR SEC I-I",
        "value": "4931846.81",
        "weight": "0.06884845",
        "shared": false
      },
      {
        "name": "SCHWAB LONG TERM U S TREASURY ETF",
        "value": "4292426.53",
        "weight": "0.05992216",
        "shared": false
      },
      {
        "name": "T ROWE PR INST FLTNG RT-INST",
        "value": "3685307.86",
        "weight": "0.05144680",
        "shared": false
      },
      {
        "name": "Schwab Global Real Estate Fund",
        "value": "2568758.27",
        "weight": "0.03585979",
        "shared": true
      },
      {
        "name": "Schwab Government Money Fund",
        "value": "925005.84",
        "weight": "0.01291306",
        "shared": true
      },
      {
        "name": "State Street Navigator Securities Lending Portfolio II",
        "value": "816209.47",
        "weight": "0.01139426",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-030062",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826030062/0001410368-26-030062-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-050049",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/904333/000141036826050049/0001410368-26-050049-index.htm"
    }
  ]
}