Schwab Target 2015 Index FundSWYBX
Type
Mutual fund
Peer group
Target-date
Net assets
$88.5M
Expense ratio
0.08%
1-year return
+10.0%
3 years, a year
+8.8%
5 years, a year
+4.5%
Holdings
8
What it aims to do.
The fund seeks to provide capital appreciation and income consistent with its current asset allocation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Schwab U.S. Aggregate Bond ETF | 46.96% |
| Schwab U.S. Large-Cap ETF | 25.17% |
| Schwab International Equity ETF | 8.25% |
| Schwab Short-Term U.S. Treasury ETF | 6.76% |
| Schwab U.S. TIPS ETF | 6.31% |
| Schwab U.S. REIT ETF | 2.22% |
| Schwab Government Money Fund | 2.12% |
| Schwab U.S. Small-Cap ETF | 1.47% |
More on SWYBX.
- SWYBX overview
- SWYBX holdings
- SWYBX risk
- SWYBX costs
- SWYBX money in and out
- SWYBX share classes
- Compare SWYBX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.