Schwab Target 2040 Index Fund Institutional Shares (SWYGX) Research
The fund aims to achieve its financial objectives by primarily allocating its capital to Schwab's affiliated exchange-traded funds (ETFs). Under typical conditions, it maintains a mandate to invest a minimum of 80% of its total assets (comprising net assets and any funds borrowed for investment) into constituent funds specifically engineered to mirror the returns of various market indices. Its management approach is tailored to the target retirement date prominently featured in its name, operating on the premise of an investor retiring at age 65.
Market snapshot
- Symbol
- SWYGX
- Price
- $22.16
- Day change
- +0.91%
- Market cap
- $1.8B
- 52-week range
- 18.38-22.23
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Blackrock Municipal 2030 Target Term Trust (BTT)
- Franklin Growth Allocation Fund Class R (FGTRX)
- Royce Premier Fund Service Class (RPFFX)
- Royce Opportunity Fund Service Class (RYOFX)
- Schwab Target 2030 Index Fund Institutional Shares (SWYEX)
- Schwab Target 2035 Index Fund Institutional Shares (SWYFX)
- Schwab Target 2045 Index Fund Institutional Shares (SWYHX)
- Schwab Target 2050 Index Fund Institutional Shares (SWYMX)
Open Schwab Target 2040 Index Fund Institutional Shares (SWYGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.