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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 15.05  /  1.14 %
  • Total Assets 535.3 Mil
  • Adj. Expense Ratio
    —
  • 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 High / Moderate
  • Status Open
  • TTM Yield 1.82%
  • Turnover 8%

USD | NAV as of May 27, 2023 | 1-Day Return as of May 27, 2023, 12:18 AM 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.

Low costs and strong underlying fund selection benefit this target-date series.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

A compelling fund lineup available at a low cost provides the Schwab Target Index Date series an advantage and supports a Morningstar Analyst Rating of Bronze.

by Vedran Beogradlija
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWYMX

More SWYMX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 99.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Large-Cap ETF™

50.10
265,302,798
—

Schwab International Equity ETF™

22.88
121,158,349
—

Schwab US Aggregate Bond ETF™

7.83
41,455,530
—

Schwab US REIT ETF™

6.38
33,796,931
—

Schwab US Small-Cap ETF™

5.98
31,674,956
—

Schwab Emerging Markets Equity ETF™

5.96
31,572,290
—

Usd

0.86
4,560,564
Cash and Equivalents

Schwab Variable Share Price Money Ultra

0.01
64,840
Cash and Equivalents