Schwab Target 2065 Index FundSWYOX
Type
Mutual fund
Peer group
Target-date
Net assets
$382.1M
Expense ratio
0.08%
1-year return
+20.0%
3 years, a year
+16.0%
5 years, a year
+9.0%
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 | 52.55% |
| Schwab International Equity ETF | 24.20% |
| Schwab Emerging Markets Equity ETF | 8.01% |
| Schwab U.S. Small-Cap ETF | 6.81% |
| Schwab U.S. REIT ETF | 4.79% |
| Schwab U.S. Aggregate Bond ETF | 2.99% |
More on SWYOX.
- SWYOX overview
- SWYOX holdings
- SWYOX risk
- SWYOX costs
- SWYOX money in and out
- SWYOX share classes
- Compare SWYOX 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.