SWYAX Mutual Fund

SWYAX Mutual Fund (Schwab Target 2010 Index Fund) is managed by Charles Schwab Asset Management with $80.2M 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 4.03%. SWYAX dividend yield stands at 4.02%, paid annually.

SWYAX top holdings include Schwab Us Aggregate Bond In (50.0%), Schwab US Large-cap ETF (22.3%), Schwab Short-term U.S. Treasury ETF (7.4%), Schwab International Equity ETF (6.9%), Schwab US Tips ETF (6.8%). 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.