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SWYGX
Schwab Target 2040 Index Fund Institutional Shares
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWYGX Mutual Fund Price & Analysis

The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
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SWYGX Mutual Fund Chart & Stats

Previous Close$17.44
Sub-Category2040
Total Liabilities20.21K
Last Dividend Ex-Date
Dec 30, 2024
Expense Ratio0.08%
Holding Count8
Brandschwab capital trust
Dividend Yield
 (2.29%)
CategoryTarget-Date Retirement
Total Assets1.16B
Shares OutstandingN/A
52-Week Range$15.95 - $18.59

SWYGX Mutual Fund News

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VNQ

Top 10 Holdings

Name
Weight %
SCHX
Schwab U.S. Large-Cap ETF
45.88%
SCHF
Schwab International Equity ETF
19.55%
SCHZ
Schwab US Aggregate Bond ETF
19.27%
SCHH
Schwab U.S. REIT ETF
5.28%
SCHA
Schwab U.S. Small-Cap ETF
4.28%
SCHE
Schwab Emerging Markets Equity ETF
4.17%
SCHO
Schwab Short-Term US Treasury ETF
0.58%
SGUXX
Schwab Government Money Fund
0.34%
Total99.35%
Go to Holdings >

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