SWYGX Mutual Fund

SWYGX Mutual Fund (Schwab Target 2040 Index Fund) is managed by Charles Schwab Asset Management with $1.88B in net assets. SWYGX expense ratio is 0.08%, holding 8 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.

SWYGX performance shows a YTD return of 10.72%. The 1-year return is 17.10% and the 5-year return is 8.34%. SWYGX dividend yield stands at 2.00%, paid annually.

SWYGX top holdings include Schwab US Large-cap ETF (44.7%), Schwab U.S. Aggregate Bond ETF (21.8%), Schwab International Equity ETF (19.3%), Schwab Emerging Markets Equity Etf (4.2%), Schwab US Small-cap ETF (4.1%). Go to all SWYGX holdings, SWYGX sectors, or SWYGX dividends.

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