Schwab Target 2035 Index Fund Institutional Shares (SWYFX) Research
This fund strives to accomplish its investment objectives primarily by allocating its capital to exchange-traded funds (ETFs) that are affiliated with Schwab. Under typical market conditions, it maintains a strict policy to commit at least 80% of its total net assets (including any borrowed funds used for investment) to underlying portfolios specifically designed to mirror the performance of various market benchmarks. The fund's investment strategy is precisely tailored to the target retirement year indicated in its name, operating under the assumption of an investor retiring at age 65.
Market snapshot
- Symbol
- SWYFX
- Price
- $20.70
- Day change
- +0.78%
- Market cap
- $1.6B
- 52-week range
- 17.51-20.77
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX)
- SEI Institutional Managed Trust Large Cap Index Fund Class F (SLGFX)
- Schwab Target 2025 Index Fund Institutional Shares (SWYDX)
- Schwab Target 2030 Index Fund Institutional Shares (SWYEX)
- Schwab Target 2040 Index Fund Institutional Shares (SWYGX)
- Schwab Target 2045 Index Fund Institutional Shares (SWYHX)
- Schwab Target 2050 Index Fund Institutional Shares (SWYMX)
Open Schwab Target 2035 Index Fund Institutional Shares (SWYFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.