- What does SWYNX invest in?
- The fund primarily channels its investments into affiliated Schwab exchange-traded funds (ETFs) to pursue its defined financial objectives. Generally, it maintains a mandate to commit at least 80% of its total assets (including any funds acquired through borrowing for investment) to underlying portfolios engineered to mirror the returns of specific market benchmarks. Its investment strategy is structured around the target retirement year specified in its name, built on the assumption that an investor will retire at age 65.
- What is the expense ratio of SWYNX?
- Schwab Capital Trust - Schwab Target 2060 Index Fund (SWYNX) charges an expense ratio of 0.08%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SWYNX?
- Schwab Capital Trust - Schwab Target 2060 Index Fund (SWYNX) manages $1.37B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SWYNX actively managed or an index fund?
- SWYNX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SWYNX launched?
- Schwab Capital Trust - Schwab Target 2060 Index Fund (SWYNX) launched in August 2016 and is managed by Schwab.
- How has SWYNX performed?
- SWYNX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
