Schwab Target 2055 Index FundSWYJX
Type
Mutual fund
Peer group
Target-date
Net assets
$984.2M
Expense ratio
0.08%
1-year return
+19.3%
3 years, a year
+15.5%
5 years, a year
+8.7%
Holdings
7
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 | 51.22% |
| Schwab International Equity ETF | 23.12% |
| Schwab U.S. Aggregate Bond ETF | 7.16% |
| Schwab Emerging Markets Equity ETF | 7.00% |
| Schwab U.S. Small-Cap ETF | 6.21% |
| Schwab U.S. REIT ETF | 4.61% |
| Schwab Government Money Fund | 0.06% |
More on SWYJX.
- SWYJX overview
- SWYJX holdings
- SWYJX risk
- SWYJX costs
- SWYJX money in and out
- SWYJX share classes
- Compare SWYJX 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.