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SWYEX
Schwab Target 2030 Index Fund Institutional Shares
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SWYEX 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.

SWYEX Mutual Fund Chart & Stats

$18.88
-$0.09(-0.47%)
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Top 10 Holdings

Name
Weight %
Schwab US Aggregate Bond ETF
37.22%
Schwab U.S. Large-Cap ETF
34.50%
Schwab International Equity ETF
13.30%
Schwab Short-Term US Treasury ETF
3.36%
Schwab U.S. REIT ETF
3.16%
Schwab US TIPS ETF
2.69%
Schwab U.S. Small-Cap ETF
2.50%
Schwab Emerging Markets Equity ETF
1.59%
SGUXX
Schwab Government Money Fund
1.01%
Total99.33%

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