SWYGX ETF (Schwab Target 2040 Index Fund) is managed by Charles Schwab Asset Management with $1.58B in net assets. SWYGX expense ratio is 0.08%, holding 9 positions across sectors including Financials, Unknown, Real Estate. Inception date: 2016-08-25.

SWYGX performance shows a YTD return of 3.56%. The 1-year return is 19.08% and the 5-year return is 9.28%. SWYGX dividend yield stands at 2.14%, paid annually.

SWYGX top holdings include Schwab US Large-cap ETF (45.3%), Schwab Us Aggregate Bond In (20.4%), Schwab International Equity ETF (19.4%), Schwab US Reit ETF (4.9%), Schwab US Small-cap ETF (4.3%). View all SWYGX holdings, sector breakdown, or dividend history.

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