SWYBX Mutual Fund (Schwab Target 2015 Index Fund) is managed by Charles Schwab Asset Management with $90.6M in net assets. SWYBX expense ratio is 0.08%, holding 8 positions across sectors including Unknown, Financials, Real Estate. Inception date: 2016-08-25.

SWYBX performance shows a YTD return of 5.03%. The 1-year return is 11.16% and the 5-year return is 4.88%. SWYBX dividend yield stands at 4.30%, paid annually.

SWYBX top holdings include Schwab U.S. Aggregate Bond ETF (47.0%), Schwab US Large-cap ETF (25.2%), Schwab International Equity ETF (8.3%), Schwab Short-Term U.S. Treasury Etf (6.8%), Schwab US Tips ETF (6.3%). View all SWYBX holdings, sector breakdown, or dividend history.

SWYBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWYBX alternatives are available via the screener, along with tax-loss harvesting opportunities.