Schwab Target 2050 Index FundSWYMX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.4B
Expense ratio
0.08%
1-year return
+18.8%
3 years, a year
+15.2%
5 years, a year
+8.5%
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 | 50.11% |
| Schwab International Equity ETF | 22.18% |
| Schwab U.S. Aggregate Bond ETF | 10.40% |
| Schwab Emerging Markets Equity ETF | 6.30% |
| Schwab U.S. Small-Cap ETF | 5.73% |
| Schwab U.S. REIT ETF | 4.52% |
| Schwab Government Money Fund | 0.08% |
More on SWYMX.
- SWYMX overview
- SWYMX holdings
- SWYMX risk
- SWYMX costs
- SWYMX money in and out
- SWYMX share classes
- Compare SWYMX 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.