SWYHX Mutual Fund
SWYHX Mutual Fund
Schwab Target 2045 Index Fund
SWYHX Mutual Fund Overview
SWYHX Mutual Fund (Schwab Target 2045 Index Fund) is managed by Charles Schwab Asset Management with $1.24B in net assets. SWYHX expense ratio is 0.08%, holding 8 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.
SWYHX performance shows a YTD return of 10.23%. The 1-year return is 21.29% and the 5-year return is 9.32%. SWYHX dividend yield stands at 1.88%, paid annually.
SWYHX top holdings include Schwab US Large-cap ETF (47.9%), Schwab International Equity ETF (20.6%), Schwab U.S. Aggregate Bond ETF (15.6%), Schwab Emerging Markets Equity Etf (5.2%), Schwab US Small-cap ETF (5.0%). View all SWYHX holdings, sector breakdown, or dividend history.
SWYHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWYHX alternatives are available via the screener, along with tax-loss harvesting opportunities.