SWYNX Mutual Fund

SWYNX Mutual Fund (Schwab Target 2060 Index Fund) is managed by Charles Schwab Asset Management with $1.43B 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 9.87%. SWYNX dividend yield stands at 1.72%, paid annually.

SWYNX top holdings include Schwab US Large-cap ETF (51.9%), Schwab International Equity ETF (23.6%), Schwab Emerging Markets Equity... (7.5%), Schwab US Small-cap ETF (6.5%), Schwab Us Aggregate Bond In (5.1%). 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.