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 18.04 / +0.89 %
- Total Assets 604.3 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 1.94%
- 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.
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™ | 51.28 | 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 |