A selection of well-regarded exchange-traded index funds fill out the Schwab Indexed Target-Date series. Paired with low costs and appropriate resources, the offering proves compelling.
Schwab Target 2035 Index SWYFX
- NAV / 1-Day Return 16.55 / +0.55 %
- Total Assets 862.8 Mil
-
Adj. Expense Ratio
0.080%
- Expense Ratio 0.080%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.01%
- Turnover 13%
USD | NAV as of Jul 06, 2024 | 1-Day Return as of Jul 06, 2024, 12:43 AM GMT+0
Morningstar’s Analysis SWYFX
Will SWYFX outperform in 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 98.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Schwab US Large-Cap ETF™ | 42.42 | 347.9 Mil | — |
Schwab US Aggregate Bond ETF™ | 26.13 | 214.3 Mil | — |
Schwab International Equity ETF™ | 17.45 | 143.1 Mil | — |
Schwab US REIT ETF™ | 5.00 | 41.0 Mil | — |
Schwab US Small-Cap ETF™ | 3.64 | 29.9 Mil | — |
Schwab Emerging Markets Equity ETF™ | 3.09 | 25.3 Mil | — |
Schwab Short-Term US Treasury ETF™ | 1.08 | 8.9 Mil | — |
Usd | 0.62 | 5.1 Mil | Cash and Equivalents |
Schwab Variable Share Price Money Ultra | 0.57 | 4.6 Mil | Cash and Equivalents |