Schwab Target 2030 Index Fund Institutional Shares (SWYEX) Research
This fund aims to achieve its financial objectives predominantly by investing in Schwab's own exchange-traded funds (ETFs). Under typical circumstances, a minimum of 80% of its overall assets (encompassing net assets and any funds borrowed for investment purposes) are dedicated to underlying funds designed to track the performance of particular market benchmarks. The fund's investment strategy is specifically tailored to the target retirement year indicated in its title, operating on the assumption that retirement will occur at age 65.
Market snapshot
- Symbol
- SWYEX
- Price
- $18.92
- Day change
- +0.69%
- Market cap
- $1.8B
- 52-week range
- 16.42-18.97
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Blackrock Municipal 2030 Target Term Trust (BTT)
- BNY Mellon Institutional S&P 500 Stock Index Fund Class I (DSPIX)
- Franklin Growth Allocation Fund Class R (FGTRX)
- Schwab Target 2035 Index Fund Institutional Shares (SWYFX)
- Schwab Target 2040 Index Fund Institutional Shares (SWYGX)
- Schwab Target 2045 Index Fund Institutional Shares (SWYHX)
- Schwab Target 2050 Index Fund Institutional Shares (SWYMX)
- Schwab Capital Trust - Schwab Target 2060 Index Fund (SWYNX)
Open Schwab Target 2030 Index Fund Institutional Shares (SWYEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.