# Portfolio overlap — SWORX vs SWKRX Comparing **Schwab Target 2055 Fund** (2026-01-31) and **Schwab Monthly Income Fund - Flexible Payout** (2026-03-31). - Shared positions: 2 - Schwab Target 2055 Fund covered by Schwab Monthly Income Fund - Flexible Payout: 0.07053078440774101025561054138 - Schwab Monthly Income Fund - Flexible Payout covered by Schwab Target 2055 Fund: 0.07053078440774101025561054138 ## Schwab Target 2055 Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Schwab S&P 500 Index Fund | 0.193467 | | | Schwab International Opportunities Fund | 0.141681 | | | Schwab International Core Equity Fund | 0.107575 | | | Schwab Select Large Cap Growth Fund | 0.092012 | | | Dodge & Cox Stock Fund | 0.060869 | | | Schwab Fundamental US Large Company Index Fund | 0.059469 | | | Goldman Sachs Emerging Markets Equity Insights Fund | 0.057705 | | | Schwab Small-Cap Equity Fund | 0.055499 | | | Schwab Global Real Estate Fund | 0.050428 | ✓ | | Schwab Core Equity Fund | 0.045071 | | | PGIM Jennison Growth Fund | 0.022815 | | | Schwab U.S. Aggregate Bond Index Fund | 0.020103 | ✓ | | Schwab U.S. Mid-Cap Index Fund | 0.018771 | | | Driehaus Small Cap Growth Fund | 0.018027 | | | Loomis Sayles Investment Grade Bond Fund | 0.017884 | | | Schwab Fundamental International Large Company Index Fund | 0.013504 | | | PIMCO International Bond Fund U.S. Dollar-Hedged | 0.009948 | | | Allspring Core Plus Bond Fund - Class R6 | 0.006821 | | | Schwab Short-Term Bond Index Fund | 0.005962 | | | Baird Aggregate Bond Inst | 0.002388 | | ## Schwab Monthly Income Fund - Flexible Payout — top positions | Security | Weight | Shared | |----------|--------|--------| | SCHWAB US DVD EQUITY ETF MUTUAL FUND | 0.200359 | | | Schwab International Dividend Equity ETF | 0.197285 | | | Schwab U.S. Aggregate Bond Index Fund | 0.172142 | ✓ | | SCHWAB HIGH YIELD BOND ETF | 0.112484 | | | C&S-PR SEC I-I | 0.070766 | | | SCHWAB LONG TERM U S TREASURY ETF | 0.069260 | | | Schwab Global Real Estate Fund | 0.063342 | ✓ | | T ROWE PR INST FLTNG RT-INST | 0.061582 | | | Schwab 5-10 Year Corporate Bond ETF | 0.030270 | | | Schwab Government Money Fund | 0.013049 | | | State Street Navigator Securities Lending Portfolio II | 0.009461 | | ## Sources - N-PORT (fund A) — accession `0001410368-26-030035` (as of 2026-01-31) - N-PORT (fund B) — accession `0001410368-26-050066` (as of 2026-03-31) --- _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._ _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._ _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. See _