Schwab Target 2040 Index Fund Institutional Shares
Not enough financial coverage to compute a composite score for SWYGX. This is typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available data still render below.
Companywww.schwabassetmanagement.com/products/swygx
The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
- IPO
- 2016
- HQ
- San Francisco, CA, US
Price Chart
Valuation
- Market Cap
- $1.69B
- Div Yield
- 2.09%
Performance & Tape
- 52W High
- $21.89
- 52W Low
- $18.03
- 50D MA
- $20.81
- 200D MA
- $20.39
- Beta
- 1.11
- Avg Volume
- 0
Get TickerSpark's AI analysis on SWYGX
Pro members can request AI-generated 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 →30-day money-back guarantee · cancel anytime
Our SWYGX Coverage
We haven't published any research on SWYGX yet
For a full analyst-grade research report — grades, price targets, full financials, chart analysis — generate one on demand.
Generate SWYGX Report →