SWYDX Mutual Fund (Schwab Target 2025 Index Fund) is managed by Charles Schwab Asset Management with $659.3M in net assets. SWYDX expense ratio is 0.08%, holding 8 positions across sectors including Unknown, Financials, Real Estate. Inception date: 2016-08-25.

SWYDX performance shows a YTD return of 5.59%. The 1-year return is 12.25% and the 5-year return is 5.51%. SWYDX dividend yield stands at 5.07%, paid annually.

SWYDX top holdings include Schwab U.S. Aggregate Bond ETF (43.6%), Schwab US Large-cap ETF (28.1%), Schwab International Equity ETF (10.2%), Schwab Short-Term U.S. Treasury Etf (6.1%), Schwab US Tips ETF (5.8%). View all SWYDX holdings, sector breakdown, or dividend history.

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