SWYNX Mutual Fund

SWYNX Mutual Fund (Schwab Target 2060 Index Fund) is managed by Charles Schwab Asset Management with $1.41B in net assets. SWYNX expense ratio is 0.08%, holding 6 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.

SWYNX performance shows a YTD return of 10.78%. The 1-year return is 21.71% and the 5-year return is 9.88%. SWYNX dividend yield stands at 1.68%, paid annually.

SWYNX top holdings include Schwab US Large-cap ETF (51.6%), Schwab International Equity ETF (24.3%), Schwab Emerging Markets Equity Etf (7.5%), Schwab US Small-cap ETF (6.4%), Schwab U.S. Aggregate Bond ETF (4.9%). Go to all SWYNX holdings, SWYNX sectors, or SWYNX dividends.

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