Funds SWORX Can Replace
411 funds
FSI > 80 out of 2,604 similar funds
Which Funds Can SWORX Replace?
Schwab Target 2055 Fund Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.
Competing Fund AUM
$826.88B
Assets in funds SWORX can compete with and replace
Outperformance Rank
#1,342
Rank among 2,604 similar funds
Who Holds Credible Replacements?
1,027 firms
133,443 connected advisors
Opportunity analysis
SWORX can replace 411 funds with FSI above 80 out of 2,604 similar funds, representing $826.88B in competing fund AUM. Its outperformance rank is #1,342 among those similar funds. 1,027 13F firms and 133,443 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 25.8%.
Fund details
- Vehicle
- Mutual fund
- Issuer
- nan
- Focus
- —
- Net expense ratio
- 0.60%
- Assets under management
- $306.1M