SWYGX
Schwab Target 2040 Index Fund Institutional Shares

SWYGX Mutual Fund Price & Analysis

The Schwab Target 2040 Index Fund Institutional Shares (SWYGX) is a mutual fund that aims to provide investors with a diversified portfolio of stocks and bonds that align with a target retirement date of 2040. This fund is managed by Charles Schwab Investment Management and primarily invests in low-cost index funds to track the performance of various market indexes. As an institutional share class, it is designed for larger investors and may have lower fees compared to other share classes. SWYGX offers a long-term investment strategy for those planning for retirement in the year 2040.

SWYGX Mutual Fund Chart & Stats

Top 10 Holdings

Name
Weight %
Schwab U.S. Large-Cap ETF
46.31%
Schwab International Equity ETF
19.07%
Schwab US Aggregate Bond ETF
18.84%
Schwab U.S. REIT ETF
5.60%
Schwab U.S. Small-Cap ETF
4.52%
Schwab Emerging Markets Equity ETF
4.07%
Schwab Short-Term US Treasury ETF
0.55%
SVUXX
Schwab Variable Share Price Money Fund
0.36%
Total99.32%

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