SWYMX Mutual Fund
SWYMX Mutual Fund
Schwab Target 2050 Index Fund
SWYMX Mutual Fund Overview
SWYMX Mutual Fund (Schwab Target 2050 Index Fund) is managed by Charles Schwab Asset Management with $1.66B in net assets. SWYMX expense ratio is 0.08%, holding 7 positions across sectors including Financials, Unknown, Real Estate. Inception date: 2016-08-25.
SWYMX performance shows a YTD return of 10.90%. The 1-year return is 22.56% and the 5-year return is 9.76%. SWYMX dividend yield stands at 1.79%, paid annually.
SWYMX top holdings include Schwab US Large-cap ETF (50.1%), Schwab International Equity ETF (22.2%), Schwab U.S. Aggregate Bond ETF (10.4%), Schwab Emerging Markets Equity Etf (6.3%), Schwab US Small-cap ETF (5.7%). View all SWYMX holdings, sector breakdown, or dividend history.
SWYMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWYMX alternatives are available via the screener, along with tax-loss harvesting opportunities.