Schwab Target 2025 Index Fund Institutional Shares
Limited financial coverage for SWYDX.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
About the company
The fund aims to achieve its investment objectives predominantly by allocating capital to various exchange-traded funds (ETFs) managed by Schwab. Its policy dictates that, under typical market conditions, at least 80% of its total assets (including any funds borrowed for investment purposes) will be invested in underlying funds engineered to mirror the performance of specific market benchmarks. The fund's investment approach is strategically tailored to the target retirement year specified in its name, predicated on an assumed retirement age of 65 for its investors.
- IPO
- 2016
- HQ
- San Francisco, CA, US
Price Chart
- Market Cap
- $675.44M
- Div Yield
- 5.08%
- 52W High
- $16.29
- 52W Low
- $15.02
- 50D MA
- $16.09
- 200D MA
- $15.85
- Beta
- 0.82
- Avg Volume
- 0
Get TickerSpark's AI analysis on SWYDX
Create an account to generate AI analysis on any ticker — technical setup, analyst consensus, earnings watch, insider pulse, financial health, and peer context. Ready in about a minute.
Get Pro Access →Already have an account? Log in
Our SWYDX coverage
Recent articles, reports, and earnings notes.
No research on SWYDX yet
For a full analyst-grade research report — grades, price targets, financials, chart analysis — generate one on demand.
Generate SWYDX report →Similar companies
Peers in the same neighborhood.