SWYNX Mutual Fund
SWYNX Mutual Fund
Schwab Target 2060 Index Fund
SWYNX Mutual Fund Overview
SWYNX Mutual Fund (Schwab Target 2060 Index Fund) is managed by Charles Schwab Asset Management with $1.36B in net assets. SWYNX expense ratio is 0.08%, holding 6 positions across sectors including Financials, Unknown, Real Estate. Inception date: 2016-08-25.
SWYNX performance shows a YTD return of 11.53%. The 1-year return is 23.83% and the 5-year return is 10.21%. SWYNX dividend yield stands at 1.71%, paid annually.
SWYNX top holdings include Schwab US Large-cap ETF (51.9%), Schwab International Equity ETF (23.6%), Schwab Emerging Markets Equity Etf (7.5%), Schwab US Small-cap ETF (6.5%), Schwab U.S. Aggregate Bond ETF (5.1%). View all SWYNX holdings, sector breakdown, or dividend history.
SWYNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWYNX alternatives are available via the screener, along with tax-loss harvesting opportunities.