Schwab Target 2060 Index FundSWYNX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.1B
Expense ratio
0.08%
1-year return
+19.7%
3 years, a year
+15.8%
5 years, a year
+8.9%
Holdings
6
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 | 51.93% |
| Schwab International Equity ETF | 23.62% |
| Schwab Emerging Markets Equity ETF | 7.52% |
| Schwab U.S. Small-Cap ETF | 6.52% |
| Schwab U.S. Aggregate Bond ETF | 5.09% |
| Schwab U.S. REIT ETF | 4.70% |
More on SWYNX.
- SWYNX overview
- SWYNX holdings
- SWYNX risk
- SWYNX costs
- SWYNX money in and out
- SWYNX share classes
- Compare SWYNX 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.