SWYEX Mutual Fund

SWYEX Mutual Fund (Schwab Target 2030 Index Fund) is managed by Charles Schwab Asset Management with $1.90B in net assets. SWYEX expense ratio is 0.08%, holding 9 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.

SWYEX performance shows a YTD return of 6.28%. The 1-year return is 13.70% and the 5-year return is 6.48%. SWYEX dividend yield stands at 2.35%, paid annually.

SWYEX top holdings include Schwab U.S. Aggregate Bond ETF (36.4%), Schwab US Large-cap ETF (34.9%), Schwab International Equity ETF (13.9%), Schwab Short-term U.S. Treasury ETF (3.3%), Schwab Us Reit ETF (3.2%). Go to all SWYEX holdings, SWYEX sectors, or SWYEX dividends.

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