Schwab Target 2035 Index FundSWYFX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.4B
Expense ratio
0.08%
1-year return
+15.2%
3 years, a year
+12.8%
5 years, a year
+7.1%
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. Large-Cap ETF | 40.52% |
| Schwab U.S. Aggregate Bond ETF | 29.68% |
| Schwab International Equity ETF | 16.30% |
| Schwab U.S. REIT ETF | 3.68% |
| Schwab U.S. Small-Cap ETF | 3.29% |
| Schwab Emerging Markets Equity ETF | 2.95% |
| Schwab Short-Term U.S. Treasury ETF | 1.53% |
| Schwab Government Money Fund | 0.70% |
| Schwab U.S. TIPS ETF | 0.69% |
More on SWYFX.
- SWYFX overview
- SWYFX holdings
- SWYFX risk
- SWYFX costs
- SWYFX money in and out
- SWYFX share classes
- Compare SWYFX 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.