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Home
SWLRX • Mutual Fund
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Share
Schwab® Monthly Income Fund - Income Payout
$9.21
Jan 16 · USD · MUTF ·
Disclaimer
1M
6M
YTD
1Y
5Y
MAX
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Compare to
Schwab® Monthly Income Fund - Flexible Payout
$10.11
SWKRX
0.20%
Schwab® Monthly Income Fund - Target Payout
$9.91
SWJRX
0.30%
Vanguard LifeStrategy Income Fund Investor Shares
$15.06
VASIX
0.13%
Vanguard Target Retirement Income Fund
$13.17
VTINX
0.23%
Fidelity Freedom Index Income Fund - Investor Class
$11.77
FIKFX
0.17%
Schwab Small-Cap Equity Fund™
$20.16
SWSCX
0.60%
Schwab Total Stock Market Index Fund®
$101.33
SWTSX
0.96%
Schwab® S&P 500 Index Fund
$92.09
SWPPX
1.00%
Schwab International Index Fund®
$22.98
SWISX
0.35%
Schwab Core Equity Fund™
$23.74
SWANX
0.89%
insights
Key events
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Key events
Key events shows relevant news articles on days with large price movements
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
$9.19
YTD return
Year to date return as of Dec 31, 2024
3.97%
Expense ratio
Percentage of fund assets used for administrative and other expenses
0.21%
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
55.28M USD
Yield
The ratio of annual dividend to net assets as of Dec 31, 2024
4.93%
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
Yahoo
21 minutes ago
Combined Motor Holdings Limited's (JSE:CMH) Stock Has Been Sliding But Fundamentals Look Strong: Is The Market Wrong?
CMH
0.28%
Combined Motor Holdings Ltd
EWN: Eyewitness News
1 day ago
Govt and JSE in talks to establish stock market in Soweto
TechCentral
20 hours ago
South African SOEs could be headed for JSE listings
marketscreener.com
9 hours ago
Wall Street: '3 Witches' session a success, weekly gain +2.5 -January 17, 2025 at 05:03 pm EST
.DJI
0.78%
Dow Jones Industrial Average
Connecting Africa
18 hours ago
4Sight moving listing from AltX to JSE main board
4SI
2.99%
4Sight Holdings Ltd
FXLeaders
8 hours ago
Nasdaq and S&P 500 End Week Higher Ahead of Trump’s Return
.DJI
0.78%
Dow Jones Industrial Average
NDAQ
0.56%
Nasdaq Inc
.INX
1.00%
S&P 500
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