SWYLX Mutual Fund

SWYLX Mutual Fund (Schwab Target 2020 Index Fund) is managed by Charles Schwab Asset Management with $291.6M in net assets. SWYLX expense ratio is 0.08%, holding 8 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.

SWYLX performance shows a YTD return of 4.60%. The 1-year return is 10.55% and the 5-year return is 4.77%. SWYLX dividend yield stands at 5.44%, paid annually.

SWYLX top holdings include Schwab U.s. Aggregate Bon (44.2%), Schwab US Large-cap ETF (27.5%), Schwab International Equity ETF (9.8%), Schwab Short-term U.S. Treasury ETF (6.2%), Schwab US Tips ETF (5.9%). Go to all SWYLX holdings, SWYLX sectors, or SWYLX dividends.

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