Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Schwab Target 2050 Fund · SWNRX | 95% | 0.54% | Charles Schwab Investment Management, Inc. |
| 2 | Schwab Target 2040 Fund · SWERX cheaper | 93% | 0.48% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Target 2055 Fund · SWORX | 92% | 0.56% | Charles Schwab Investment Management, Inc. |
| 4 | Schwab Target 2060 Fund · SWPRX | 90% | 0.57% | Charles Schwab Investment Management, Inc. |
| 5 | Schwab Target 2065 Fund · SWQRX | 89% | 0.58% | Charles Schwab Investment Management, Inc. |
| 6 | Schwab Target 2035 Fund · SWIRX cheaper | 85% | 0.44% | Charles Schwab Investment Management, Inc. |
| 7 | Schwab Target 2030 Fund · SWDRX cheaper | 74% | 0.38% | Charles Schwab Investment Management, Inc. |
| 8 | Schwab Target 2025 Fund · SWHRX cheaper | 57% | 0.29% | Charles Schwab Investment Management, Inc. |
| 9 | Schwab Target 2020 Fund · SWCRX cheaper | 55% | 0.28% | Charles Schwab Investment Management, Inc. |
| 10 | Schwab Target 2015 Fund · SWGRX cheaper | 52% | 0.27% | Charles Schwab Investment Management, Inc. |
| 11 | Schwab Target 2010 Fund · SWBRX cheaper | 47% | 0.25% | Charles Schwab Investment Management, Inc. |
| 12 | Schwab Balanced Fund · SWOBX cheaper | 32% | 0.51% | Charles Schwab Investment Management, Inc. |
| 13 | Schwab MarketTrack Growth Portfolio · SWHGX cheaper | 31% | 0.49% | Charles Schwab Investment Management, Inc. |
| 14 | Schwab MarketTrack Balanced Portfolio · SWBGX cheaper | 28% | 0.48% | Charles Schwab Investment Management, Inc. |
| 15 | Schwab MarketTrack All Equity Portfolio · SWEGX cheaper | 26% | 0.51% | Charles Schwab Investment Management, Inc. |
| 16 | Schwab MarketTrack Conservative Portfolio · SWCGX cheaper | 24% | 0.49% | Charles Schwab Investment Management, Inc. |
| 17 | Schwab Monthly Income Fund - Target Payout · SWJRX cheaper | 10% | 0.19% | Charles Schwab Investment Management, Inc. |
| 18 | Schwab Monthly Income Fund - Flexible Payout · SWKRX cheaper | 10% | 0.19% | Charles Schwab Investment Management, Inc. |
| 19 | Schwab Monthly Income Fund - Income Payout · SWLRX cheaper | 8% | 0.16% | Charles Schwab Investment Management, Inc. |
| 20 | PIMCO All Asset Portfolio · VPVAADV, VPVAAPM, VPVAAVV, VPVAAIV diff. adviser | 2% | 2.11% | Pacific Investment Management Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.