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 2035 Index SWYFX
- NAV / 1-Day Return 15.52 / −0.26 %
- Total Assets 781.0 Mil
-
Adj. Expense Ratio
0.080%
- Expense Ratio 0.080%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.04%
- Turnover 13%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 12:13 AM GMT+0
Morningstar’s Analysis SWYFX
Will SWYFX 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 98.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Schwab US Large-Cap ETF™ | 42.24 | 335.1 Mil | — |
Schwab US Aggregate Bond ETF™ | 26.33 | 208.9 Mil | — |
Schwab International Equity ETF™ | 17.49 | 138.8 Mil | — |
Schwab US REIT ETF™ | 5.01 | 39.7 Mil | — |
Schwab US Small-Cap ETF™ | 3.62 | 28.7 Mil | — |
Schwab Emerging Markets Equity ETF™ | 3.07 | 24.3 Mil | — |
Schwab Short-Term US Treasury ETF™ | 1.08 | 8.6 Mil | — |
Usd | 0.58 | 4.6 Mil | Cash and Equivalents |
Schwab Variable Share Price Money Ultra | 0.58 | 4.6 Mil | Cash and Equivalents |