A selection of well-regarded exchange-traded index funds fill out the Schwab Indexed Target-Date series. Paired with low costs and appropriate resources, the offering proves compelling.
Schwab Target 2010 Index SWYAX
- NAV / 1-Day Return 12.04 / +0.67 %
- Total Assets 44.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.080%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2000-2010
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.87%
- Turnover 15%
USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0
Morningstar’s Analysis SWYAX
Will SWYAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 97.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Schwab US Aggregate Bond ETF™ | 48.11 | 21.8 Mil | — |
Schwab US Large-Cap ETF™ | 24.13 | 11.0 Mil | — |
Schwab International Equity ETF™ | 7.60 | 3.5 Mil | — |
Schwab Short-Term US Treasury ETF™ | 6.93 | 3.1 Mil | — |
Schwab US TIPS ETF™ | 6.46 | 2.9 Mil | — |
Schwab Variable Share Price Money Ultra | 2.60 | 1.2 Mil | Cash and Equivalents |
Schwab US REIT ETF™ | 2.47 | 1.1 Mil | — |
Schwab US Small-Cap ETF™ | 1.38 | 626,037 | — |
Usd | 0.32 | 143,192 | Cash and Equivalents |