SWYLX Mutual Fund (Schwab Target 2020 Index Fund) is managed by Charles Schwab Asset Management with $289.9M in net assets. SWYLX expense ratio is 0.08%, holding 8 positions across sectors including Unknown, Financials, Real Estate. Inception date: 2016-08-25.

SWYLX performance shows a YTD return of 5.32%. The 1-year return is 11.79% and the 5-year return is 5.18%. SWYLX dividend yield stands at 5.40%, paid annually.

SWYLX top holdings include Schwab U.S. Aggregate Bond ETF (44.9%), Schwab US Large-cap ETF (27.0%), Schwab International Equity ETF (9.3%), Schwab Short-Term U.S. Treasury Etf (6.4%), Schwab US Tips ETF (6.0%). View all SWYLX holdings, sector breakdown, or dividend history.

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