SWYLX Mutual Fund
SWYLX Mutual Fund
SWYLX Mutual Fund
Schwab Target 2020 Index Fund
SWYLX Mutual Fund Overview
SWYLX Mutual Fund (Schwab Target 2020 Index Fund) is managed by Charles Schwab Asset Management with $284.2M 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 5.83%. The 1-year return is 9.78% and the 5-year return is 4.83%. SWYLX dividend yield stands at 5.38%, paid annually.
SWYLX top holdings include Schwab U.S. Aggregate Bond ETF (44.2%), Schwab US Large-cap ETF (27.5%), Schwab International Equity ETF (9.8%), Schwab Short-Term U.S. Treasury Etf (6.3%), Schwab US Tips ETF (5.8%). 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.