Skip to Content
Morningstar

Schwab Target 2055 Index SWYJX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 17.32  /  +1.11 %
  • Total Assets 509.9 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.87%
  • Turnover 8%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 12:02 AM GMT+0

Morningstar’s Analysis SWYJX

Will SWYJX 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 SWYJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWYJX 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 SWYJX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWYJX

More SWYJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Large-Cap ETF™

50.67 266.5 Mil
—

Schwab International Equity ETF™

23.47 123.5 Mil
—

Schwab US REIT ETF™

6.54 34.4 Mil
—

Schwab Emerging Markets Equity ETF™

6.36 33.5 Mil
—

Schwab US Small-Cap ETF™

6.27 33.0 Mil
—

Schwab US Aggregate Bond ETF™

6.07 31.9 Mil
—

Usd

0.60 3.2 Mil
Cash and Equivalents

Schwab Variable Share Price Money Ultra

0.01 72,125
Cash and Equivalents