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SWYDX
Schwab Target 2025 Index Fund Institutional Shares
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

SWYDX Mutual Fund Price & Analysis

The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.

SWYDX Mutual Fund Chart & Stats

Previous Close$14.47
Sub-Category2025
Total Liabilities14.41K
Last Dividend Ex-Date
Dec 30, 2024
Expense Ratio0.08%
Holding Count9
Brandschwab capital trust
Dividend Yield
 (2.98%)
CategoryTarget-Date Retirement
Total Assets577.65M
Shares OutstandingN/A
52-Week Range$13.60 - $15.29

SWYDX Mutual Fund News

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Top 10 Holdings

Name
Weight %
SCHZ
Schwab US Aggregate Bond ETF
41.34%
SCHX
Schwab U.S. Large-Cap ETF
29.99%
SCHF
Schwab International Equity ETF
10.85%
SCHO
Schwab Short-Term US Treasury ETF
5.11%
SCHP
Schwab US TIPS ETF
4.74%
SCHH
Schwab U.S. REIT ETF
3.13%
SCHA
Schwab U.S. Small-Cap ETF
1.86%
SGUXX
Schwab Government Money Fund
1.36%
SCHE
Schwab Emerging Markets Equity ETF
1.04%
Total99.42%
Go to Holdings >

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