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Schwab Target 2060 Index SWYNX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 18.04  /  +0.89 %
  • Total Assets 604.3 Mil
  • Adj. Expense Ratio
    0.080%
  • 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 1.94%
  • Turnover 8%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:08 AM GMT+0

Morningstar’s Analysis SWYNX

Will SWYNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A compelling underlying fund lineup at very low price.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

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.

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Portfolio Holdings SWYNX

  • 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™

51.28 298.7 Mil

Schwab International Equity ETF™

24.06 140.1 Mil

Schwab Emerging Markets Equity ETF™

6.70 39.0 Mil

Schwab US REIT ETF™

6.64 38.7 Mil

Schwab US Small-Cap ETF™

6.54 38.1 Mil

Schwab US Aggregate Bond ETF™

4.10 23.9 Mil

Usd

0.67 3.9 Mil
Cash and Equivalents