Schwab Target 2015 Index Fund Institutional Shares (SWYBX) Research
This fund's primary objective is achieved by investing predominantly in affiliated exchange-traded funds (ETFs) provided by Schwab. Under normal market conditions, it commits at least 80% of its total assets (including any funds borrowed for investment purposes) to underlying funds whose strategy is to track the returns of specific market indices. The fund's management is specifically tailored to the target retirement date stated in its name, operating on the premise of an investor retiring at age 65.
Market snapshot
- Symbol
- SWYBX
- Price
- $14.18
- Day change
- +0.50%
- Market cap
- $92.6M
- 52-week range
- 13.09-14.21
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century High-Yield Bond Fund Investor Class (ABHIX)
- ProFunds Consumer Services UltraSector Fund Investor Class (CYPIX)
- Hennessy Large Cap Financial Fund Institutional Class (HILFX)
- AMG Frontier Small Cap Growth Fund - Class N (MSSVX)
- North Star Dividend Fund Class I (NSDVX)
- Saturna International - Z Shares (SIFZX)
- SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F (SISAX)
- Saturna Growth Fund - Investor Shares (SSGFX)
Open Schwab Target 2015 Index Fund Institutional Shares (SWYBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.