SWYAX Mutual Fund
SWYAX Mutual Fund
SWYAX Mutual Fund
Schwab Target 2010 Index Fund
SWYAX Mutual Fund Overview
SWYAX Mutual Fund (Schwab Target 2010 Index Fund) is managed by Charles Schwab Asset Management with $81.0M in net assets. SWYAX expense ratio is 0.08%, holding 8 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.
SWYAX performance shows a YTD return of 3.64%. The 1-year return is 8.94% and the 5-year return is 4.04%. SWYAX dividend yield stands at 3.97%, paid annually.
SWYAX top holdings include Schwab U.S. Aggregate Bond ETF (49.4%), Schwab US Large-cap ETF (22.8%), Schwab International Equity ETF (7.3%), Schwab Short-Term U.S. Treasury Etf (7.2%), Schwab US Tips ETF (6.7%). Go to all SWYAX holdings, SWYAX sectors, or SWYAX dividends.
SWYAX can be compared against other funds. Use SWYAX overlap to find shared positions, or SWYAX vs another fund for a side-by-side view. SWYAX alternatives are available via the screener, along with tax-loss harvesting opportunities.