SWYNX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Target 2060 Index (SWYNX) Ownership - Who owns Schwab Target 2060 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

Profile

Details

Group

Balanced Funds

Fundamentals

SWYNX

Net Assets

800M

Fund Existence

over 8 years

Turnover

7.00

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 2060

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.13

Assets in Top Ten Holdings

579M

Average Credit Quality

Average Effective Duration

5.90

Average Effective Maturity

8.31

Fund of Funds

Yes

Fund Share Class Net Assets

800M

Fund Type

OpenEnd

Index Fund

Management Fee

0.08

Modified Duration

5.96

No Load Fund

Yes

Number of Long Holdings

7.00

Number of Net Holdings

7.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.05

Weighting Top Ten Holdings

99.36%

Gain YTD

-1.259

Annual Yield % from dividends

1.99

Returns for 1 year

10.40

Returns for 3 years

26.44

Returns for 5 years

78.23

Returns for 10 years

N/A

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Fundamentals

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