Schwab Target 2020 Index FundSWYLX
Type
Mutual fund
Peer group
Target-date
Net assets
$285.8M
Expense ratio
0.08%
1-year return
+10.4%
3 years, a year
+9.1%
5 years, a year
+4.7%
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. Aggregate Bond ETF | 44.89% |
| Schwab U.S. Large-Cap ETF | 26.97% |
| Schwab International Equity ETF | 9.26% |
| Schwab Short-Term U.S. Treasury ETF | 6.44% |
| Schwab U.S. TIPS ETF | 5.98% |
| Schwab U.S. REIT ETF | 2.44% |
| Schwab Government Money Fund | 1.77% |
| Schwab U.S. Small-Cap ETF | 1.68% |
More on SWYLX.
- SWYLX overview
- SWYLX holdings
- SWYLX risk
- SWYLX costs
- SWYLX money in and out
- SWYLX share classes
- Compare SWYLX 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.