Skip to Content

Schwab Target 2060 Index SWYNX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 15.41  /  0.26 %
  • Total Assets 447.2 Mil
  • Adj. Expense Ratio
    0.080%
  • 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 1.80%
  • 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWYNX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 99.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Large-Cap ETF™

51.37
236,314,083

Schwab International Equity ETF™

24.20
111,316,564

Schwab Emerging Markets Equity ETF™

6.84
31,490,632

Schwab US REIT ETF™

6.70
30,806,992

Schwab US Small-Cap ETF™

6.58
30,252,450

Schwab US Aggregate Bond ETF™

3.70
17,008,097

Usd

0.63
2,878,634
Cash and Equivalents