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Morningstar

Schwab Target 2050 Index SWYMX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 16.81  /  −0.30 %
  • Total Assets 773.2 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.88%
  • Turnover 9%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 11:58 PM GMT+0

Morningstar’s Analysis SWYMX

Will SWYMX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWYMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWYMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SWYMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings SWYMX

More SWYMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Large-Cap ETF™

49.82 400.0 Mil
—

Schwab International Equity ETF™

22.71 182.4 Mil
—

Schwab US Aggregate Bond ETF™

8.54 68.6 Mil
—

Schwab US REIT ETF™

6.35 51.0 Mil
—

Schwab US Small-Cap ETF™

5.91 47.4 Mil
—

Schwab Emerging Markets Equity ETF™

5.86 47.1 Mil
—

Usd

0.68 5.4 Mil
Cash and Equivalents

Schwab Variable Share Price Money Ultra

0.13 1.1 Mil
Cash and Equivalents