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Schwab Target 2060 Index (SWYNX)

24.98 -0.38 (-1.50%)
At close: October 30 at 8:04:12 PM EDT
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  • Previous Close 25.36
  • YTD Return 12.19%
  • Expense Ratio 0.08%
  • Category Target-Date 2060+
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 1.42B
  • Beta (5Y Monthly) 1.22
  • Yield 1.71%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.43
  • Inception Date Aug 25, 2016

The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.

Schwab Funds

Fund Family

Target-Date 2060+

Fund Category

1.42B

Net Assets

2016-08-25

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2060+.

YTD Return

SWYNX
12.19%
Category
6.10%

1-Year Return

SWYNX
15.46%
Category
14.41%

3-Year Return

SWYNX
20.15%
Category
4.94%

5-Year Return

SWYNX
10.43%
Category
9.53%

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