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Schwab Target 2010 Index SWYAX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 12.22  /  −0.08 %
  • Total Assets 45.4 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.78%
  • Turnover 15%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

Morningstar’s Analysis SWYAX

Will SWYAX 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 SWYAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 97.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Aggregate Bond ETF™

48.12 21.7 Mil

Schwab US Large-Cap ETF™

24.14 10.9 Mil

Schwab International Equity ETF™

7.62 3.4 Mil

Schwab Short-Term US Treasury ETF™

6.93 3.1 Mil

Schwab US TIPS ETF™

6.46 2.9 Mil

Schwab Variable Share Price Money Ultra

2.60 1.2 Mil
Cash and Equivalents

Schwab US REIT ETF™

2.50 1.1 Mil

Schwab US Small-Cap ETF™

1.38 623,285

Usd

0.26 116,736
Cash and Equivalents