SWYPX Mutual Fund

SWYPX Mutual Fund

NAV$10.87
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Fund Essentials - as of Mar 31, 2026

Net Assets
$62M
Expense Ratio
0.08%
Dividend Yield (Current)
-
Holdings
6
Inception Date
Feb 25, 2026
Fund Family
Charles Schwab Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Other: 100.00%
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Top Holdings

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TickerNameWeight
SCHXSchwab US Large-cap ETF52.70%
SCHFSchwab International Equity ETF24.34%
SCHESchwab Emerging Markets Equity...8.08%
SCHASchwab US Small-cap ETF6.84%
SCHHSchwab Us Reit ETF4.79%
Top 10 Concentration: 99.31%Report Date: Mar 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SWYPX Mutual Fund Overview

SWYPX Mutual Fund (Schwab Target 2070 Index Fund) is managed by Charles Schwab Asset Management with $62.5M in net assets. SWYPX expense ratio is 0.08%, holding 6 positions across sectors including Financials, Real Estate. Inception date: 2026-02-25.

SWYPX performance shows data across multiple time periods..

SWYPX top holdings include Schwab US Large-cap ETF (52.7%), Schwab International Equity ETF (24.3%), Schwab Emerging Markets Equity... (8.1%), Schwab US Small-cap ETF (6.8%), Schwab Us Reit ETF (4.8%). Go to all SWYPX holdings, SWYPX sectors, or SWYPX dividends.

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