- What does SWYOX invest in?
- The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). These underlying funds invest their assets directly in equity, fixed income, cash and cash equivalents (including money market funds) in accordance with their own investment objectives and policies. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
- What is the expense ratio of SWYOX?
- Schwab Target 2065 Index Fund (SWYOX) charges an expense ratio of 0.08%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SWYOX?
- Schwab Target 2065 Index Fund (SWYOX) manages $476.4M 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 SWYOX actively managed or an index fund?
- SWYOX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SWYOX launched?
- Schwab Target 2065 Index Fund (SWYOX) launched in February 2021 and is managed by Schwab.
- How has SWYOX performed?
- SWYOX'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.
