SWYOX Mutual Fund
SWYOX Mutual Fund
SWYOX Mutual Fund
Schwab Target 2065 Index Fund
SWYOX Mutual Fund Overview
SWYOX Mutual Fund (Schwab Target 2065 Index Fund) is managed by Charles Schwab Asset Management with $504.8M in net assets. SWYOX expense ratio is 0.08%, holding 6 positions across sectors including Financials, Real Estate. Inception date: 2021-02-25.
SWYOX performance shows a YTD return of 13.65%. The 1-year return is 21.37% and the 5-year return is 10.07%. SWYOX dividend yield stands at 1.63%, paid annually.
SWYOX top holdings include Schwab US Large-cap ETF (52.1%), Schwab International Equity ETF (24.9%), Schwab Emerging Markets Equity Etf (7.9%), Schwab US Small-cap ETF (6.7%), Schwab Us Reit ETF (4.8%). Go to all SWYOX holdings, SWYOX sectors, or SWYOX dividends.
SWYOX can be compared against other funds. Use SWYOX overlap to find shared positions, or SWYOX vs another fund for a side-by-side view. SWYOX alternatives are available via the screener, along with tax-loss harvesting opportunities.