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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 Schwab Target 2040 Index Fund Institutional Shares (SWYGX) is a mutual fund that aims to provide investors with a diversified portfolio of stocks and bonds that align with a target retirement date of 2040. This fund is managed by Charles Schwab Investment Management and primarily invests in low-cost index funds to track the performance of various market indexes. As an institutional share class, it is designed for larger investors and may have lower fees compared to other share classes. SWYGX offers a long-term investment strategy for those planning for retirement in the year 2040.

SWYGX Mutual Fund Chart & Stats

Previous Close$18.35
Sub-Category2040
Total Liabilities29.62K
Last Dividend Ex-Date
Dec 28, 2023
Expense Ratio0.08%
Holding Count8
Brandschwab capital trust
Dividend Yield
0.33 (1.79%)
CategoryTarget-Date Retirement
Total Assets1.16B
Shares OutstandingN/A
52-Week Range$15.26 - $18.36

SWYGX Mutual Fund News

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Top 10 Holdings

Name
Weight %
SCHX
Schwab U.S. Large-Cap ETF
45.89%
SCHF
Schwab International Equity ETF
19.42%
SCHZ
Schwab US Aggregate Bond ETF
18.89%
SCHH
Schwab U.S. REIT ETF
5.63%
SCHA
Schwab U.S. Small-Cap ETF
4.49%
SCHE
Schwab Emerging Markets Equity ETF
4.24%
SCHO
Schwab Short-Term US Treasury ETF
0.59%
SGUXX
Schwab Government Money Fund
0.34%
Total99.49%
Go to Holdings >

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