tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksMarket MoversTipRanks Momentum IndexDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by UpsideTop ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Research Tools
Trending StocksCompare StocksCompare ETFsMost Visited Websites
Daily Feeds
Daily Analyst RatingsDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Class Actions
Stock ScreenerETF Screener
Popular
Penny Stock ScreenerTechnical Analysis Screener
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Trending News
More News >
Education
Personal FinanceHow To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsAdvertise with UsTop Online BrokersBecome an AffiliateTipRanks News Wire
Follow Us
TOOLS
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Market Movers
Compare stocks
Compare ETFs
Notification Center
News
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Compare Stocks
Compare ETFs
Trending Stocks
Daily Analyst Ratings
Daily Insiders Trades
Dividend Stocks
ETF Center
Top Gainers/losers/active ETFs
Dividend Calculator
Options Profit Calculator
Dollar Cost Averaging
Compound Interest Calculator
Mortgage Calculator
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
Top Gainers
Top Losers
Most Active
Premarket
After-hours
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Real Estate
Top Online Brokers
Enterprise Solutions
Plans & Pricing
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
SWYEX
Schwab Target 2030 Index Fund Institutional Shares
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

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.
Compare

SWYEX Mutual Fund Chart & Stats

Previous Close$15.76
Sub-Category2030
Total Liabilities25.78K
Last Dividend Ex-Date
Dec 30, 2024
Expense Ratio0.08%
Holding Count9
Brandschwab capital trust
Dividend Yield
 (2.59%)
CategoryTarget-Date Retirement
Total Assets1.24B
Shares OutstandingN/A
52-Week Range$14.60 - $16.67

SWYEX Mutual Fund News

International ETFs: Some of the Best Investment Opportunities Around
PremiumStock Analysis & Ideas
International ETFs: Some of the Best Investment Opportunities Around
2y ago
EPP
EZU
International ETFs: Some of the Best Investment Opportunities Around
PremiumStock Analysis & Ideas
International ETFs: Some of the Best Investment Opportunities Around
2y ago
EPP
EZU
Hassle-Free Real Estate Investing with 3 Standout ETFs
PremiumStock Analysis & Ideas
Hassle-Free Real Estate Investing with 3 Standout ETFs
2y ago
ICF
VNQ

Top 10 Holdings

Name
Weight %
SCHX
Schwab U.S. Large-Cap ETF
37.34%
SCHZ
Schwab US Aggregate Bond ETF
33.62%
SCHF
Schwab International Equity ETF
14.59%
SCHH
Schwab U.S. REIT ETF
4.06%
SCHA
Schwab U.S. Small-Cap ETF
2.72%
SCHO
Schwab Short-Term US Treasury ETF
2.39%
SCHE
Schwab Emerging Markets Equity ETF
2.09%
SCHP
Schwab US TIPS ETF
1.70%
SGUXX
Schwab Government Money Fund
0.84%
Total99.35%
Go to Holdings >

Recently Viewed

Become an Expert with TipRanks Premium

What am I Missing?
Make informed decisions based on Top Analysts' activity
Know what industry insiders are buying
Get actionable alerts from top Wall Street Analysts
Find out before anyone else which stock is going to shoot up
Get powerful stock screeners & detailed portfolio analysis
Subscribe NowSee Plans & Pricing