Schwab Target 2045 Index Fund Institutional Shares (SWYHX) Research
This investment vehicle aims to achieve its financial objectives predominantly by allocating its capital to various exchange-traded funds (ETFs) within the Schwab family. Customarily, a minimum of 80% of its total assets—which encompasses any funds borrowed for investment purposes—is dedicated to these underlying funds. These constituent funds are strategically managed to mirror the returns of specific market benchmarks. The fund's allocation strategy is intricately linked to the particular retirement year (target date) specified in its name, based on an assumed retirement age of 65.
Market snapshot
- Symbol
- SWYHX
- Price
- $23.50
- Day change
- +0.95%
- Market cap
- $1.2B
- 52-week range
- 19.16-23.59
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX)
- BlackRock Mid-Cap Value Fund Investor A Shares (MDRFX)
- Hartford Schroders US MidCap Opportunities Fund (SMDIX)
- Schwab Target 2025 Index Fund Institutional Shares (SWYDX)
- Schwab Target 2035 Index Fund Institutional Shares (SWYFX)
- Schwab Target 2040 Index Fund Institutional Shares (SWYGX)
- Schwab Target 2050 Index Fund Institutional Shares (SWYMX)
- Schwab Capital Trust - Schwab Target 2060 Index Fund (SWYNX)
Open Schwab Target 2045 Index Fund Institutional Shares (SWYHX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.