Schwab Target 2025 Index FundSWYDX
Type
Mutual fund
Peer group
Target-date
Net assets
$636.2M
Expense ratio
0.08%
1-year return
+10.8%
3 years, a year
+9.7%
5 years, a year
+5.1%
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 | 43.56% |
| Schwab U.S. Large-Cap ETF | 28.08% |
| Schwab International Equity ETF | 10.15% |
| Schwab Short-Term U.S. Treasury ETF | 6.12% |
| Schwab U.S. TIPS ETF | 5.76% |
| Schwab U.S. REIT ETF | 2.54% |
| Schwab U.S. Small-Cap ETF | 1.79% |
| Schwab Government Money Fund | 1.54% |
More on SWYDX.
- SWYDX overview
- SWYDX holdings
- SWYDX risk
- SWYDX costs
- SWYDX money in and out
- SWYDX share classes
- Compare SWYDX 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.