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 2050 Index Fund SWYMX
- NAV / 1-Day Return 24.83 / −0.04 %
- 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 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.77%
- Turnover 10%
USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 10:01 AM GMT+0
Morningstar’s Analysis SWYMX
Will SWYMX 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 99.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Schwab US Large-Cap ETF™ | 49.90 | 838M | — |
Schwab International Equity ETF™ | 22.80 | 383M | — |
Schwab US Aggregate Bond ETF™ | 10.03 | 168M | — |
Schwab Emerging Markets Equity ETF™ | 6.35 | 107M | — |
Schwab US Small-Cap ETF™ | 5.68 | 95M | — |
Schwab US REIT ETF™ | 4.55 | 76M | — |
Usd | 0.62 | 10M | Cash and Equivalents |
Schwab Government Money Ultra | 0.07 | 1M | Cash and Equivalents |
United States