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 2055 Index Fund SWYJX
- NAV / 1-Day Return 24.26 / −2.73 %
- Total Assets 1.1B
-
Adj. Expense Ratio
0.080%
- Expense Ratio 0.020%
- 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 1.74%
- Turnover 14%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:18 AM GMT+0
Morningstar’s Analysis SWYJX
Will SWYJX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Schwab US Large-Cap ETF™ | 50.96 | 553M | — |
Schwab International Equity ETF™ | 23.74 | 258M | — |
Schwab Emerging Markets Equity ETF™ | 7.06 | 77M | — |
Schwab US Aggregate Bond ETF™ | 6.88 | 75M | — |
Schwab US Small-Cap ETF™ | 6.16 | 67M | — |
Schwab US REIT ETF™ | 4.65 | 50M | — |
Usd | 0.50 | 5M | Cash and Equivalents |
Schwab Government Money Ultra | 0.05 | 583,867 | Cash and Equivalents |
United States