Schwab Target 2010 Index Fund Institutional Shares (SWYAX) Research
This fund endeavors to meet its financial goals primarily by investing in Schwab's own exchange-traded funds (ETFs). Its established policy mandates that, under typical market circumstances, at least 80% of its total assets—which include both net assets and any capital borrowed for investment purposes—are allocated to underlying funds. These underlying funds are specifically designed to track the returns of particular market benchmarks. The fund's overall management strategy is precisely aligned with the target retirement date indicated in its title, operating on the premise that an investor will retire at age 65.
Market snapshot
- Symbol
- SWYAX
- Price
- $13.75
- Day change
- +0.51%
- Market cap
- $63.1M
- 52-week range
- 12.77-13.77
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG River Road Focused Absolute Value Fund - Class N (ARRFX)
- Harbor Mid Cap Growth Fund Investor Class (HIMGX)
- AMG Veritas China Fund Class N (MMCFX)
- T. Rowe Price Target 2065 (PRSLX)
- RiverParks Large Growth Fund Retail Shares (RPXFX)
- Schwab Target 2015 Index Fund Institutional Shares (SWYBX)
- Templeton Institutional Fund International Equity Series Primary Shares (TFEQX)
- Templeton Institutional Fund International Equity Series Service Shares (TFESX)
Open Schwab Target 2010 Index Fund Institutional Shares (SWYAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.