Schwab® Monthly Income Fund - Income Payout

The fund invests primarily in a combination of Schwab Funds® and Schwab® ETFs (the underlying funds) in accordance with its target asset allocation. It has the flexibility to move within the following asset allocation ranges at the discretion of the investment adviser: 10-50% equity; 50-90% fixed income; and 0-12% cash and cash equivalents. The fund’s anticipated annual payout is expected to be 0-3% during a low interest rate environment, 3-5% during a normal interest rate environment, and 5+% during a high interest rate environment.

The current price of SWLRX fund is 9.33 USD — it has increased by 0.21% in the past 24 hours. Watch SWLRX fund price performance more closely on the advanced chart.

SWLRX fund has decreased by 0.00% in the past week, has decreased by -0.53% in the past month, and has increased by 2.98% in the past year. See more data on SWLRX fund chart.

As of 30 Apr 2025, the largest holdings include BlackRock High Yield Portfolio, Cohen Steers Preferred Securities and Income Fund Inc, Schwab Global Real Estate Fund, T Rowe Price Institutional Floating Rate Fund. See the full list of SWLRX fund holdings.

The SWLRX fund consists of 4 holdings, including BlackRock High Yield Portfolio, Cohen Steers Preferred Securities and Income Fund Inc, Schwab Global Real Estate Fund and others. See the full list of SWLRX fund holdings.

As of 30 Apr 2025, the SWLRX fund consists of 4 holdings. See the full list of SWLRX fund holdings.

The SWLRX fund sectors include - and more.

The easiest way to buy SWLRX fund is through an online broker. Some of the popular names are Vanguard, Fidelity, Schwab. Simply open an account, follow the procedures, and start trading. Alternatively, you can practice trading FUNDSs on Profit.com in Playtrade Tournaments or choose a recommended broker to trade directly.