Schwab Target 2050 Index Fund Institutional Shares
FundSWYMXNASDAQ0.00 n/a
+0.00%(+0.00)
About
This fund endeavors to achieve its financial objectives predominantly by investing in exchange-traded funds (ETFs) affiliated with Schwab. Its established policy dictates that, in typical market environments, a minimum of 80% of its total assets (inclusive of net assets and any borrowed capital used for investment) will be allocated to underlying funds engineered to replicate the performance of particular market indices. The fund's strategic management is aligned with the specific target retirement year embedded in its name, predicated on an assumed retirement age of 65.
Key Facts
Expense Ratio
0.08%
Assets Under Management
$1.64B
NAV
$23.97
Holdings
8
Inception Date
2016-08-25
Asset Class
—
Issuer
Schwab
Avg. Volume
0
Market Cap
$1.67B
Beta
1.22
52-Week Range
$20.22$24.19$24.43
52W LowCurrent52W High
Performance
1 Week
+1.50%
1 Month
−0.12%
3 Months
+12.96%
YTD
+11.62%
1 Year
+20.17%
3 Years
+57.75%
5 Years
+45.66%
Sector Exposure
- Basic Materials3.65%
- Communication Services7.40%
- Consumer Cyclical8.67%
- Consumer Defensive4.30%
- Energy3.58%
- Financial Services14.47%
- Healthcare7.62%
- Industrials10.88%
- Real Estate7.28%
- Technology29.84%
- Utilities2.31%
Top Holdings
Holdings data isn't available for this fund yet.