Morningstar

Schwab Target 2055 Index SWYJX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 19.56  /  −0.10 %
  • Total Assets 639.2 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.74%
  • Turnover 6%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0

Morningstar’s Analysis SWYJX

Will SWYJX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWYJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWYJX 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 SWYJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling underlying fund lineup at very low price.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

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.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings SWYJX

More SWYJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Large-Cap ETF™

50.72 313.0 Mil
—

Schwab International Equity ETF™

23.48 144.9 Mil
—

Schwab US REIT ETF™

6.52 40.2 Mil
—

Schwab Emerging Markets Equity ETF™

6.32 39.0 Mil
—

Schwab US Small-Cap ETF™

6.26 38.6 Mil
—

Schwab US Aggregate Bond ETF™

6.04 37.3 Mil
—

Usd

0.66 4.1 Mil
Cash and Equivalents

Schwab Variable Share Price Money Ultra

0.01 73,719
Cash and Equivalents

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