SWYFX Mutual Fund (Schwab Target 2035 Index Fund) is managed by Charles Schwab Asset Management with $1.65B in net assets. SWYFX expense ratio is 0.08%, holding 9 positions across sectors including Financials, Unknown, Real Estate. Inception date: 2016-08-25.

SWYFX performance shows a YTD return of 8.32%. The 1-year return is 17.68% and the 5-year return is 7.88%. SWYFX dividend yield stands at 2.09%, paid annually.

SWYFX top holdings include Schwab US Large-cap ETF (40.5%), Schwab U.S. Aggregate Bond ETF (29.7%), Schwab International Equity ETF (16.3%), Schwab Us Reit ETF (3.7%), Schwab US Small-cap ETF (3.3%). View all SWYFX holdings, sector breakdown, or dividend history.

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