SWYAX Mutual Fund
SWYAX Mutual Fund
Schwab Target 2010 Index Fund
SWYAX Mutual Fund Overview
SWYAX Mutual Fund (Schwab Target 2010 Index Fund) is managed by Charles Schwab Asset Management with $80.5M in net assets. SWYAX expense ratio is 0.08%, holding 8 positions across sectors including Unknown, Financials, Other. Inception date: 2016-08-25.
SWYAX performance shows a YTD return of 4.40%. The 1-year return is 10.16% and the 5-year return is 4.44%. SWYAX dividend yield stands at 3.99%, paid annually.
SWYAX top holdings include Schwab U.S. Aggregate Bond ETF (50.0%), Schwab US Large-cap ETF (22.3%), Schwab Short-Term U.S. Treasury Etf (7.4%), Schwab International Equity ETF (6.9%), Schwab US Tips ETF (6.8%). View all SWYAX holdings, sector breakdown, or dividend history.
SWYAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWYAX alternatives are available via the screener, along with tax-loss harvesting opportunities.