Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Schwab Target 2050 Index Fund (SWYMX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
19.330 -0.020    -0.10%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 995.01M
Schwab Target 2050 Index Fund 19.330 -0.020 -0.10%

SWYMX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Schwab Target 2050 Index Fund (SWYMX) fund. Our Schwab Target 2050 Index Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.190 1.190 0.000
Stocks 90.260 90.260 0.000
Bonds 8.500 8.500 0.000
Preferred 0.010 0.010 0.000
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.165 17.361
Price to Book 2.615 2.575
Price to Sales 2.004 1.834
Price to Cash Flow 11.930 10.828
Dividend Yield 2.169 2.202
5 Years Earnings Growth 11.351 11.659

Sector Allocation

Name  Net % Category Average
Technology 22.850 22.619
Financial Services 14.680 15.225
Healthcare 10.330 12.431
Industrials 10.260 11.349
Consumer Cyclical 9.910 10.727
Real Estate 9.720 3.812
Communication Services 6.660 6.745
Consumer Defensive 5.610 6.038
Basic Materials 3.810 4.134
Energy 3.610 4.401
Utilities 2.560 2.519

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Schwab US Large-Cap US8085242019 49.95 23.50 -0.68%
  Schwab International Equity US8085248057 22.71 19.17 +0.10%
  Schwab US Aggregate Bond US8085248396 8.55 22.90 -0.07%
  Schwab U.S. REIT US8085248479 6.39 22.17 -0.98%
  Schwab US Small-Cap US8085246077 5.91 27.02 -1.22%
  Schwab Emerging Markets Equity US8085247067 5.84 27.53 -0.54%

Top Bond Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab US Aggregate Bond Index 5.18B 1.96 -2.25 -
  Schwab Treasury Infl Protected Sec 2.43B 3.11 -1.60 2.17
  Schwab Target 2040 1.21B 12.15 3.16 7.60
  Schwab Target 2030 1B 10.02 2.37 6.64
  Schwab Target 2035 620.23M 11.17 2.81 7.17
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

SWYMX Comments

Write your thoughts about Schwab Target 2050 Index Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email