Schwab Target 2040 Index FundSWYGX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.6B
Expense ratio
0.08%
1-year return
+16.6%
3 years, a year
+13.8%
5 years, a year
+7.7%
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. Large-Cap ETF | 44.72% |
| Schwab U.S. Aggregate Bond ETF | 22.53% |
| Schwab International Equity ETF | 18.59% |
| Schwab U.S. Small-Cap ETF | 4.16% |
| Schwab Emerging Markets Equity ETF | 4.06% |
| Schwab U.S. REIT ETF | 4.06% |
| Schwab Short-Term U.S. Treasury ETF | 0.78% |
| Schwab Government Money Fund | 0.49% |
More on SWYGX.
- SWYGX overview
- SWYGX holdings
- SWYGX risk
- SWYGX costs
- SWYGX money in and out
- SWYGX share classes
- Compare SWYGX 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.