SWYPX Mutual Fund

SWYPX Mutual Fund

NAV$10.62
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Fund Essentials - as of Jul 31, 2026

Net Assets
$65M
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 ETF52.30%
SCHFSchwab International Equity ETF24.93%
SCHESchwab Emerging Markets Equity Etf8.05%
SCHASchwab US Small-cap ETF6.76%
SCHHSchwab Us Reit ETF4.84%
Top 10 Concentration: 99.38%Report Date: Jul 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 $64.7M 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 (52.3%), Schwab International Equity ETF (24.9%), Schwab Emerging Markets Equity Etf (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.