SWYAX Mutual Fund

SWYAX Mutual Fund (Schwab Target 2010 Index Fund) is managed by Charles Schwab Asset Management with $78.3M in net assets. SWYAX expense ratio is 0.08%, holding 8 positions across sectors including Financials, Real Estate. Inception date: 2016-08-25.

SWYAX performance shows a YTD return of 3.80%. The 1-year return is 4.53% and the 5-year return is 3.90%. SWYAX dividend yield stands at 4.01%, paid annually.

SWYAX top holdings include Schwab U.S. Aggregate Bond ETF (49.5%), Schwab US Large-cap ETF (22.8%), Schwab Intl Equity Etf (7.3%), Schwab Short-Term U.S. Treasury Etf (7.2%), Schwab U.S. Tips ETF (6.7%). Go to all SWYAX holdings, SWYAX sectors, or SWYAX dividends.

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