SWYJX Mutual Fund

SWYJX Mutual Fund (Schwab Target 2055 Index Fund) is managed by Charles Schwab Asset Management with $1.22B in net assets. SWYJX expense ratio is 0.08%, holding 7 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.

SWYJX performance shows a YTD return of 10.55%. The 1-year return is 21.26% and the 5-year return is 9.68%. SWYJX dividend yield stands at 1.75%, paid annually.

SWYJX top holdings include Schwab US Large-cap ETF (51.2%), Schwab International Equity ETF (23.1%), Schwab Us Aggregate Bond In (7.2%), Schwab Emerging Markets Equity... (7.0%), Schwab US Small-cap ETF (6.2%). Go to all SWYJX holdings, SWYJX sectors, or SWYJX dividends.

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