SWYOX Mutual Fund

SWYOX Mutual Fund (Schwab Target 2065 Index Fund) is managed by Charles Schwab Asset Management with $501.9M 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 11.07%. The 1-year return is 22.18% and the 5-year return is 10.03%. SWYOX dividend yield stands at 1.67%, paid annually.

SWYOX top holdings include Schwab US Large-cap ETF (52.5%), Schwab International Equity ETF (24.2%), Schwab Emerging Markets Equity... (8.0%), Schwab US Small-cap ETF (6.8%), 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.