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 2060 Index SWYNX
- NAV / 1-Day Return 17.52 / +0.81 %
- Total Assets 596.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.080%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.88%
- Turnover 8%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 11:50 PM GMT+0
Morningstar’s Analysis SWYNX
Will SWYNX 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 99.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Schwab US Large-Cap ETF™ | 51.24 | 313.5 Mil | — |
Schwab International Equity ETF™ | 24.02 | 147.0 Mil | — |
Schwab Emerging Markets Equity ETF™ | 6.76 | 41.4 Mil | — |
Schwab US REIT ETF™ | 6.67 | 40.8 Mil | — |
Schwab US Small-Cap ETF™ | 6.54 | 40.0 Mil | — |
Schwab US Aggregate Bond ETF™ | 4.09 | 25.1 Mil | — |
Usd | 0.67 | 4.1 Mil | Cash and Equivalents |