Schwab Target 2060 Index Fund
SWYNX
NASDAQ
| Weiss Ratings | SWYNX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SWYNX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (8), Patrick Kwok (6), Drew Hayes (2) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWYNX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2060 Index Fund | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 25, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWYNX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.89% | |||
| Dividend | SWYNX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.25% | |||
| Asset Allocation | SWYNX-NASDAQ | Click to Compare |
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| Cash | 0.86% | |||
| Stock | 94.60% | |||
| U.S. Stock | 63.82% | |||
| Non-U.S. Stock | 30.78% | |||
| Bond | 4.48% | |||
| U.S. Bond | 4.17% | |||
| Non-U.S. Bond | 0.31% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.06% | |||
| Price History | SWYNX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.98% | |||
| 30-Day Total Return | 4.07% | |||
| 60-Day Total Return | 9.69% | |||
| 90-Day Total Return | 9.63% | |||
| Year to Date Total Return | 8.65% | |||
| 1-Year Total Return | 14.83% | |||
| 2-Year Total Return | 35.98% | |||
| 3-Year Total Return | 52.49% | |||
| 5-Year Total Return | 85.45% | |||
| Price | SWYNX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SWYNX-NASDAQ | Click to Compare |
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| Nav | $20.71 | |||
| 1-Month Low NAV | $19.90 | |||
| 1-Month High NAV | $20.71 | |||
| 52-Week Low NAV | $16.90 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.71 | |||
| 52-Week High Price (Date) | Jun 27, 2025 | |||
| Beta / Standard Deviation | SWYNX-NASDAQ | Click to Compare |
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| Beta | 0.90 | |||
| Standard Deviation | 15.86 | |||
| Balance Sheet | SWYNX-NASDAQ | Click to Compare |
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| Total Assets | 865.09M | |||
| Operating Ratios | SWYNX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.08% | |||
| Turnover Ratio | 13.00% | |||
| Performance | SWYNX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.03% | |||
| Last Bear Market Total Return | -14.76% | |||