SWYBX Mutual Fund

SWYBX Mutual Fund (Schwab Target 2015 Index Fund) is managed by Charles Schwab Asset Management with $94.5M in net assets. SWYBX expense ratio is 0.08%, holding 8 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.

SWYBX performance shows a YTD return of 4.22%. The 1-year return is 9.89% and the 5-year return is 4.47%. SWYBX dividend yield stands at 4.28%, paid annually.

SWYBX top holdings include Schwab U.S. Aggregate Bond ETF (46.3%), Schwab US Large-cap ETF (25.7%), Schwab International Equity ETF (8.7%), Schwab Short-Term U.S. Treasury Etf (6.6%), Schwab US Tips ETF (6.2%). Go to all SWYBX holdings, SWYBX sectors, or SWYBX dividends.

SWYBX can be compared against other funds. Use SWYBX overlap to find shared positions, or SWYBX vs another fund for a side-by-side view. SWYBX alternatives are available via the screener, along with tax-loss harvesting opportunities.