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Schwab Target 2060 Index SWYNX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 15.52  /  0.39 %
  • Total Assets 428.2 Mil
  • Adj. Expense Ratio
    0.040%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.83%
  • Turnover 8%

Morningstar’s Analysis SWYNX

Will SWYNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings SWYNX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 99.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Large-Cap ETF™

51.37
213,707,656

Schwab International Equity ETF™

24.09
100,222,943

Schwab Emerging Markets Equity ETF™

6.81
28,332,247

Schwab US REIT ETF™

6.68
27,782,519

Schwab US Small-Cap ETF™

6.59
27,411,138

Schwab US Aggregate Bond ETF™

3.69
15,343,442

Usd

0.78
3,254,430
Cash and Equivalents