Schwab Target 2030 Index FundSWYEX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.7B
Expense ratio
0.08%
1-year return
+13.3%
3 years, a year
+11.5%
5 years, a year
+6.3%
Holdings
9
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 | 37.22% |
| Schwab U.S. Large-Cap ETF | 34.50% |
| Schwab International Equity ETF | 13.30% |
| Schwab Short-Term U.S. Treasury ETF | 3.36% |
| Schwab U.S. REIT ETF | 3.16% |
| Schwab U.S. TIPS ETF | 2.69% |
| Schwab U.S. Small-Cap ETF | 2.50% |
| Schwab Emerging Markets Equity ETF | 1.59% |
| Schwab Government Money Fund | 1.01% |
More on SWYEX.
- SWYEX overview
- SWYEX holdings
- SWYEX risk
- SWYEX costs
- SWYEX money in and out
- SWYEX share classes
- Compare SWYEX 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.