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 2060 Index Fund SWYNX
- NAV / 1-Day Return 24.70 / +0.45 %
- Total Assets 1.3B
-
Adj. Expense Ratio
0.080%
- Expense Ratio 0.030%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.71%
- Turnover 13%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:06 AM GMT+0
Morningstar’s Analysis SWYNX
Will SWYNX 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 SWYNX 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 SWYNX’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™ | 51.61 | 654M | — |
Schwab International Equity ETF™ | 24.32 | 308M | — |
Schwab Emerging Markets Equity ETF™ | 7.53 | 95M | — |
Schwab US Small-Cap ETF™ | 6.45 | 82M | — |
Schwab US Aggregate Bond ETF™ | 4.88 | 62M | — |
Schwab US REIT ETF™ | 4.71 | 60M | — |
Usd | 0.51 | 6M | Cash and Equivalents |
United States