SWYMX Mutual Fund

SWYMX Mutual Fund (Schwab Target 2050 Index Fund) is managed by Charles Schwab Asset Management with $1.74B in net assets. SWYMX expense ratio is 0.08%, holding 7 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.

SWYMX performance shows a YTD return of 10.17%. The 1-year return is 20.62% and the 5-year return is 9.42%. SWYMX dividend yield stands at 1.81%, paid annually.

SWYMX top holdings include Schwab US Large-cap ETF (50.1%), Schwab International Equity ETF (22.2%), Schwab Us Aggregate Bond In (10.4%), Schwab Emerging Markets Equity... (6.3%), Schwab US Small-cap ETF (5.7%). Go to all SWYMX holdings, SWYMX sectors, or SWYMX dividends.

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