tiprankstipranks
Trending News
More News >
SWYJX
Schwab Target 2055 Index Fund Institutional Shares
Advertisement

SWYJX Mutual Fund Price & Analysis

The Schwab Target 2055 Index Fund Institutional Shares (SWYJX) is a mutual fund that aims to provide long-term growth and income for investors who plan to retire in the year 2055. This fund is managed by Charles Schwab Investment Management and primarily invests in a diversified portfolio of low-cost index funds. As an institutional share class, it is designed for larger investors and may have lower fees compared to other share classes. SWYJX is a passive fund, meaning it tracks a specific index and does not rely on active management. This fund is suitable for investors with a long-term investment horizon and a moderate risk tolerance.

SWYJX Mutual Fund Chart & Stats

Top 10 Holdings

Name
Weight %
Schwab U.S. Large-Cap ETF
51.52%
Schwab International Equity ETF
23.44%
Schwab Emerging Markets Equity ETF
6.54%
Schwab US Aggregate Bond ETF
6.29%
Schwab U.S. Small-Cap ETF
6.27%
Schwab U.S. REIT ETF
5.34%
SGUXX
Schwab Government Money Fund
<0.01%
Total99.41%

Recently Viewed

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
Advertisement