SWYGX Mutual Fund (Schwab Target 2040 Index Fund) is managed by Charles Schwab Asset Management with $1.80B in net assets. SWYGX expense ratio is 0.08%, holding 8 positions across sectors including Financials, Unknown, Real Estate. Inception date: 2016-08-25.

SWYGX performance shows a YTD return of 9.33%. The 1-year return is 19.61% and the 5-year return is 8.68%. SWYGX dividend yield stands at 2.03%, paid annually.

SWYGX top holdings include Schwab US Large-cap ETF (44.7%), Schwab U.S. Aggregate Bond ETF (22.5%), Schwab International Equity ETF (18.6%), Schwab US Small-cap ETF (4.2%), Schwab Emerging Markets Equity Etf (4.1%). 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.