SWYDX Mutual Fund
SWYDX Mutual Fund
SWYDX Mutual Fund
Schwab Target 2025 Index Fund
SWYDX Mutual Fund Overview
SWYDX Mutual Fund (Schwab Target 2025 Index Fund) is managed by Charles Schwab Asset Management with $640.5M in net assets. SWYDX expense ratio is 0.08%, holding 8 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.
SWYDX performance shows a YTD return of 5.00%. The 1-year return is 5.93% and the 5-year return is 4.86%. SWYDX dividend yield stands at 5.10%, paid annually.
SWYDX top holdings include Schwab U.S. Aggregate Bond ETF (42.8%), Schwab US Large-cap ETF (28.6%), Schwab International Equity ETF (10.7%), Schwab Short-Term U.S. Treasury Etf (5.9%), Schwab U.S. Tips ETF (5.6%). Go to all SWYDX holdings, SWYDX sectors, or SWYDX dividends.
SWYDX can be compared against other funds. Use SWYDX overlap to find shared positions, or SWYDX vs another fund for a side-by-side view. SWYDX alternatives are available via the screener, along with tax-loss harvesting opportunities.