SWYEX Mutual Fund (Schwab Target 2030 Index Fund) is managed by Charles Schwab Asset Management with $1.84B in net assets. SWYEX expense ratio is 0.08%, holding 9 positions across sectors including Financials, Unknown, Real Estate. Inception date: 2016-08-25.

SWYEX performance shows a YTD return of 7.07%. The 1-year return is 15.23% and the 5-year return is 6.87%. SWYEX dividend yield stands at 2.34%, paid annually.

SWYEX top holdings include Schwab U.S. Aggregate Bond ETF (37.2%), Schwab US Large-cap ETF (34.5%), Schwab International Equity ETF (13.3%), Schwab Short-Term U.S. Treasury Etf (3.4%), Schwab Us Reit ETF (3.2%). View all SWYEX holdings, sector breakdown, or dividend history.

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