SWYOX Mutual Fund (Schwab Target 2065 Index Fund) is managed by Charles Schwab Asset Management with $474.7M in net assets. SWYOX expense ratio is 0.08%, holding 6 positions across sectors including Financials, Real Estate, Unknown. Inception date: 2021-02-25.

SWYOX performance shows a YTD return of 11.82%. The 1-year return is 24.28% and the 5-year return is 10.36%. SWYOX dividend yield stands at 1.66%, paid annually.

SWYOX top holdings include Schwab US Large-cap ETF (52.5%), Schwab International Equity ETF (24.2%), Schwab Emerging Markets Equity Etf (8.0%), Schwab US Small-cap ETF (6.8%), Schwab Us Reit ETF (4.8%). View all SWYOX holdings, sector breakdown, or dividend history.

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