Schwab Target 2040 Index Fund Institutional Shares
Limited financial coverage for SWYGX.
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 financial objectives by primarily allocating its capital to Schwab's affiliated exchange-traded funds (ETFs). Under typical conditions, it maintains a mandate to invest a minimum of 80% of its total assets (comprising net assets and any funds borrowed for investment) into constituent funds specifically engineered to mirror the returns of various market indices. Its management approach is tailored to the target retirement date prominently featured in its name, operating on the premise of an investor retiring at age 65.
- IPO
- 2016
- HQ
- San Francisco, CA, US
Price Chart
- Market Cap
- $1.77B
- Div Yield
- 2.04%
- 52W High
- $22.23
- 52W Low
- $18.92
- 50D MA
- $21.79
- 200D MA
- $20.76
- Beta
- 1.12
- Avg Volume
- 0
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