SWYNX Mutual Fund
SWYNX Mutual Fund
SWYNX Mutual Fund
Schwab Target 2060 Index Fund
SWYNX Mutual Fund Overview
SWYNX Mutual Fund (Schwab Target 2060 Index Fund) is managed by Charles Schwab Asset Management with $1.42B 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 13.30%. The 1-year return is 20.90% and the 5-year return is 9.90%. SWYNX dividend yield stands at 1.68%, paid annually.
SWYNX top holdings include Schwab US Large-cap ETF (51.5%), Schwab International Equity ETF (24.3%), Schwab Emerging Markets Equity Etf (7.5%), Schwab US Small-cap ETF (6.5%), 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.