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BAPEX vs SWDRX

Both BAPEX and SWDRX are mutual funds. BAPEX has a lower 5-year return than SWDRX (5.05% vs 11.07%). Below is the comparison between BAPEX and SWDRX.

BAPEX SWDRX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Target-Date 2030 U.S. Balanced: Target-Date 2030
Family BlackRock Schwab Funds
Net Assets N/A $1.13B
Expense Ratio N/A 0.00%
Management Style active active
Dividend Yield N/A 1.50%
Minimum Investment $1,000.00 $1,000.00
YTD Return -4.48% 8.50%
1-Year Return 12.82% 5.27%
3-Year Return 4.57% 10.37%
5-Year Return 5.05% 11.07%
10-Year Return 7.87% 9.43%

BAPEX description

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BAPEX performance & returns

YTD Return -4.48%
1-Month Return 1.91%
3-Month Return 12.82%
1-Year Return 12.82%
3-Year Return 4.57%
5-Year Return 5.05%
10-Year Return 7.87%
BAPEX expense ratio is N/A.

BAPEX holdings

Top 10 Holdings (74.25% of Total Assets)

Name Symbol % Assets
iShares Edge MSCI USA Momentum Fctr ETF MTUM 12.07%
iShares US Treasury Bond ETF GOVT 11.42%
iShares Edge Investment Grade Enh Bd ETF IGEB 8.54%
iShares Edge MSCI USA Value Factor ETF VLUE 7.70%
iShares Edge MSCI Min Vol USA ETF USMV 6.36%
iShares TIPS Bond ETF TIP 6.06%
iShares Edge MSCI USA Quality Factor ETF QUAL 6.01%
iShares Core MSCI Emerging Markets ETF IEMG 5.64%
BlackRock Total Factor K BSTKX 5.40%
iShares Edge MSCI Intl Momentum Fctr ETF IMTM 5.05%

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SWDRX description

The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund seeks to achieve its investment objective by investing in a combination of underlying funds in accordance with its target portfolio allocation.

SWDRX performance & returns

YTD Return 8.50%
1-Month Return 2.57%
3-Month Return 5.27%
1-Year Return 5.27%
3-Year Return 10.37%
5-Year Return 11.07%
10-Year Return 9.43%
SWDRX expense ratio is N/A.

SWDRX holdings

Top 10 Holdings (78.74% of Total Assets)

Name Symbol % Assets
Schwab® S&P 500 Index SWPPX 14.77%
Laudus International MarketMasters SWMIX 11.70%
Schwab US Aggregate Bond Index SWAGX 11.64%
Schwab Core Equity SWANX 9.59%
Schwab® International Core Equity SICNX 6.89%
Metropolitan West Total Return Bd I MWTIX 6.72%
PIMCO International Bond (USD-Hdg) Instl PFORX 4.66%
Dodge & Cox Stock DODGX 4.50%
Schwab Short-Term Bond Index SWSBX 4.47%
ClearBridge Large Cap Growth IS LSITX 3.80%

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