Schwab Target 2025 Index Fund Institutional Shares (SWYDX) Research
The fund aims to achieve its investment objectives predominantly by allocating capital to various exchange-traded funds (ETFs) managed by Schwab. Its policy dictates that, under typical market conditions, at least 80% of its total assets (including any funds borrowed for investment purposes) will be invested in underlying funds engineered to mirror the performance of specific market benchmarks. The fund's investment approach is strategically tailored to the target retirement year specified in its name, predicated on an assumed retirement age of 65 for its investors.
Market snapshot
- Symbol
- SWYDX
- Price
- $16.25
- Day change
- +0.62%
- Market cap
- $672.9M
- 52-week range
- 14.94-16.29
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Tributary Small Company Fund Institutional Plus Class (FOSBX)
- Tributary Small Company Fd Instl (FOSCX)
- AMG GW&K Small Cap Core Fund Class N (GWETX)
- BNY Mellon Mid Cap Multi-Strategy Fund Class Investor (MIMSX)
- PGIM Jennison Emerging Markets Equity Opportunities Fund Class Z (PDEZX)
- Putnam Research Fund Class A (PNRAX)
- Schwab Target 2045 Index Fund Institutional Shares (SWYHX)
- Schwab Target 2020 Index Fund Institutional Shares (SWYLX)
Open Schwab Target 2025 Index Fund Institutional Shares (SWYDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.