SWYFX Mutual Fund
SWYFX Mutual Fund
SWYFX Mutual Fund
Schwab Target 2035 Index Fund
SWYFX Mutual Fund Overview
SWYFX Mutual Fund (Schwab Target 2035 Index Fund) is managed by Charles Schwab Asset Management with $1.72B in net assets. SWYFX expense ratio is 0.08%, holding 9 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.
SWYFX performance shows a YTD return of 7.59%. The 1-year return is 15.98% and the 5-year return is 7.50%. SWYFX dividend yield stands at 2.11%, paid annually.
SWYFX top holdings include Schwab US Large-cap ETF (40.5%), Schwab Us Aggregate Bond In (29.7%), Schwab International Equity ETF (16.3%), Schwab Us Reit ETF (3.7%), Schwab US Small-cap ETF (3.3%). Go to all SWYFX holdings, SWYFX sectors, or SWYFX dividends.
SWYFX can be compared against other funds. Use SWYFX overlap to find shared positions, or SWYFX vs another fund for a side-by-side view. SWYFX alternatives are available via the screener, along with tax-loss harvesting opportunities.