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Ticker Symbol:
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SWBRX
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Shareholder Fees (fees paid directly from your investment)
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None
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Annual Fund Operating Expenses (expenses that you pay each year as a %
of the value of your investment) |
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Management fees | | |
None
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Distribution (12b-1) fees | | |
None
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Other expenses | | |
0.12
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Acquired fund fees and expenses (AFFE)(1) | | |
0.31
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Total annual fund operating expenses | | |
0.43
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Less expense reduction | | |
(0.12)
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Total annual fund operating expenses (including AFFE) after expense reduction(2)
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0.31
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Expenses on a $10,000 Investment
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1 Year
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3 Years
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5 Years
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10 Years
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| | $ | 32 | | | | | $ | 100 | | | | | $ | 174 | | | | | $ | 393 | | |
Average Annual Total Returns as of 12/31/21
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1 Year
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5 Years
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10 Years
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Before taxes | | | | | 6.98% | | | | | | 7.71% | | | | | | 6.73% | | |
After taxes on distributions | | | | | 5.53% | | | | | | 6.36% | | | | | | 5.70% | | |
After taxes on distributions and sale
of shares |
| | | | 4.70% | | | | | | 5.62% | | | | | | 5.02% | | |
Comparative Indices (reflect no deduction for expenses or taxes)
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Dow Jones U.S. Total Stock Market Index
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| | | | 25.66% | | | | | | 17.92% | | | | | | 16.24% | | |
Bloomberg US Aggregate Bond Index
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| | | | (1.54%) | | | | | | 3.57% | | | | | | 2.90% | | |
Target 2010 Composite Index(1) | | | | | 7.07% | | | | | | 7.68% | | | | | | 6.79% | | |