SWYJX Mutual Fund (Schwab Target 2055 Index Fund) is managed by Charles Schwab Asset Management with $1.16B in net assets. SWYJX expense ratio is 0.08%, holding 7 positions across sectors including Financials, Unknown, Real Estate. Inception date: 2016-08-25.

SWYJX performance shows a YTD return of 11.31%. The 1-year return is 23.34% and the 5-year return is 10.02%. SWYJX dividend yield stands at 1.74%, paid annually.

SWYJX top holdings include Schwab US Large-cap ETF (51.2%), Schwab International Equity ETF (23.1%), Schwab U.S. Aggregate Bond ETF (7.2%), Schwab Emerging Markets Equity Etf (7.0%), Schwab US Small-cap ETF (6.2%). View all SWYJX holdings, sector breakdown, or dividend history.

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