The Schwab Indexed Target-Date series is an effective package of inexpensive, well-regarded exchange-traded index funds overseen by experienced leaders with ample resources.
Schwab Target 2035 Index Fund SWYFX
- NAV / 1-Day Return 20.71 / +0.29 %
- Total Assets 1.7B
-
Adj. Expense Ratio
0.080%
- Expense Ratio 0.030%
- 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 2.09%
- Turnover 11%
USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis SWYFX
Will SWYFX outperform in the 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 98.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Schwab US Large-Cap ETF™ | 40.66 | 658M | — |
Schwab US Aggregate Bond ETF™ | 28.81 | 467M | — |
Schwab International Equity ETF™ | 16.96 | 275M | — |
Schwab US REIT ETF™ | 3.74 | 61M | — |
Schwab US Small-Cap ETF™ | 3.30 | 53M | — |
Schwab Emerging Markets Equity ETF™ | 3.00 | 49M | — |
Schwab Short-Term US Treasury ETF™ | 1.49 | 24M | — |
Usd | 0.76 | 12M | Cash and Equivalents |
Schwab US TIPS ETF™ | 0.65 | 11M | — |
Schwab Government Money Ultra | 0.62 | 10M | Cash and Equivalents |
United States