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Schwab Target 2045 Fund (SWMRX) Alternatives

Schwab Target 2045 Fund (SWMRX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWMRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to SWMRX

SWMRX charges 0.00% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among SWMRX alternatives.


Best Risk-Adjusted Alternatives to SWMRX

Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.


Top Performing SWMRX Alternatives (YTD)

SWMRX alternatives from the Target Retirement Date category, sorted by year-to-date return.


Lowest Volatility Alternatives to SWMRX

SWMRX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.


Lowest Drawdown Alternatives to SWMRX

SWMRX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.


Other Mutual Funds from Charles Schwab

Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.


Often Compared With SWMRX

What investors most often compare with SWMRX, based on PortfoliosLab usage data.


Compare SWMRX with Any Fund or Stock

Compare SWMRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


Schwab Target 2045 Fund