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 17.29 / +0.35 %
- Total Assets 958.8 Mil
-
Adj. Expense Ratio
- 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 1.88%
- Turnover 10%
USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:45 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 98.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Schwab US Large-Cap ETF™ | 42.34 | 388.9 Mil | — |
Schwab US Aggregate Bond ETF™ | 26.14 | 240.1 Mil | — |
Schwab International Equity ETF™ | 17.43 | 160.1 Mil | — |
Schwab US REIT ETF™ | 5.01 | 46.1 Mil | — |
Schwab US Small-Cap ETF™ | 3.64 | 33.4 Mil | — |
Schwab Emerging Markets Equity ETF™ | 3.08 | 28.3 Mil | — |
Schwab Short-Term US Treasury ETF™ | 1.07 | 9.9 Mil | — |
Usd | 0.78 | 7.1 Mil | Cash and Equivalents |
Schwab Variable Share Price Money Ultra | 0.51 | 4.7 Mil | Cash and Equivalents |