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FLRMX vs SWCRX

Both FLRMX and SWCRX are mutual funds. FLRMX has a lower 5-year return than SWCRX (7.46% vs 8.4%). Below is the comparison between FLRMX and SWCRX.

FLRMX SWCRX
Security Type ETF ETF
Segment U.S. Balanced: Target-Date 2020 U.S. Balanced: Target-Date 2020
Family Franklin Templeton Investments Schwab Funds
Net Assets $31.40M $531.50M
Expense Ratio 0.47% 0.00%
Management Style active active
Dividend Yield 1.50% 1.94%
Minimum Investment $3,000.00 $1,000.00
YTD Return 3.24% 2.46%
1-Year Return 2.29% 1.85%
3-Year Return 7.15% 8.50%
5-Year Return 7.46% 8.40%
10-Year Return N/A 7.23%

FLRMX description

The Fund seeks highest level of long-term total return consistent with its asset allocation. The Fund employs an asset allocation strategy designed for investors who are expecting to retire and who are likely to stop making new investments in the Fund around the specific target year 2020, as indicated in the Funds name.

FLRMX performance & returns

YTD Return 3.24%
1-Month Return 3.08%
3-Month Return 2.29%
1-Year Return 2.29%
3-Year Return 7.15%
5-Year Return 7.46%
10-Year Return N/A
FLRMX expense ratio is 0.47%.

FLRMX holdings

Top 10 Holdings (74.42% of Total Assets)

Name Symbol % Assets
Franklin Liberty US Core Bond ETF FLCB 22.20%
Franklin Growth R6 FIFRX 10.76%
Franklin U.S. Core Equity Advisor FCEUX 9.75%
Franklin LibertyQ US Equity ETF FLQL 5.96%
Franklin Rising Dividends R6 FRISX 5.27%
Franklin International Core Equity Adv FCENX 4.73%
Franklin Liberty US Treasury Bond ETF FLGV 4.52%
Franklin Low Duration Total Return R6 FLRRX 4.00%
Franklin Liberty Intl Aggt Bd ETF FLIA 3.63%
Franklin Liberty Short Dur US Govt ETF FTSD 3.60%

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SWCRX 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.

SWCRX performance & returns

YTD Return 2.46%
1-Month Return 2.32%
3-Month Return 1.85%
1-Year Return 1.85%
3-Year Return 8.50%
5-Year Return 8.40%
10-Year Return 7.23%
SWCRX expense ratio is N/A.

SWCRX holdings

Top 10 Holdings (84.71% of Total Assets)

Name Symbol % Assets
Schwab US Aggregate Bond Index SWAGX 24.00%
Schwab® S&P 500 Index SWPPX 11.47%
Metropolitan West Total Return Bd I MWTIX 9.26%
Schwab Short-Term Bond Index SWSBX 9.11%
Laudus International MarketMasters SWMIX 7.70%
Schwab® Treasury Infl Protected Secs Idx SWRSX 5.88%
Schwab Core Equity SWANX 5.12%
Baird Aggregate Bond Inst BAGIX 4.37%
Schwab® International Core Equity SICNX 3.90%
ClearBridge Large Cap Growth IS LSITX 3.90%

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