SWYHX Mutual Fund

SWYHX Mutual Fund (Schwab Target 2045 Index Fund) is managed by Charles Schwab Asset Management with $1.29B in net assets. SWYHX expense ratio is 0.08%, holding 8 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.

SWYHX performance shows a YTD return of 11.78%. The 1-year return is 18.61% and the 5-year return is 8.99%. SWYHX dividend yield stands at 1.85%, paid annually.

SWYHX top holdings include Schwab US Large-cap ETF (47.8%), Schwab International Equity ETF (21.3%), Schwab U.S. Aggregate Bond ETF (15.0%), Schwab Emerging Markets Equity Etf (5.3%), Schwab US Small-cap ETF (5.0%). Go to all SWYHX holdings, SWYHX sectors, or SWYHX dividends.

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