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SWYHX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Target 2045 Index (SWYHX) Ownership - Who owns Schwab Target 2045 Index?

The investment seeks to provide capital appreciation and income consistent with its current asset allocation... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

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Details

Group

Balanced Funds

Fundamentals

SWYHX

Net Assets

921M

Fund Existence

about 9 years

Turnover

14.00

Total Expense Ratio

0.08

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2045

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.13

Assets in Top Ten Holdings

582M

Average Credit Quality

Average Effective Duration

5.81

Average Effective Maturity

8.06

Fund of Funds

Yes

Fund Share Class Net Assets

921M

Fund Type

OpenEnd

Index Fund

Management Fee

0.08

Modified Duration

5.81

No Load Fund

Yes

Number of Long Holdings

9.00

Number of Net Holdings

9.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.05

Weighting Top Ten Holdings

99.28%

Gain YTD

12.788

Annual Yield % from dividends

1.89

Returns for 1 year

15.36

Returns for 3 years

52.74

Returns for 5 years

62.38

Returns for 10 years

N/A

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