Schwab Target 2020 Index Fund Institutional Shares (SWYLX) Research
This fund's primary objective is achieved by investing mainly in affiliated Schwab exchange-traded funds (ETFs). Typically, the fund commits a minimum of 80% of its total assets (which includes any borrowed money used for investments) to underlying funds that are structured to mirror the performance of specific market benchmarks. Its investment approach is specifically designed around the target retirement year found in its name, based on an assumed retirement age of 65.
Market snapshot
- Symbol
- SWYLX
- Price
- $14.64
- Day change
- +0.55%
- Market cap
- $297.8M
- 52-week range
- 13.57-14.74
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Utilities Fund Investor Class (BULIX)
- Heartland Value Plus Fund Insti Class Shs (HNVIX)
- Heartland Value Plus Fund Investor Class Shs (HRVIX)
- Martin Currie Emerging Markets Fund Class I (MCEIX)
- Martin Currie Emerging Markets Fund Class IS (MCEMX)
- ClearBridge Emerging Markets Fund - Class FI (MEFIX)
- PGIM Jennison Focused Value Fund- Class A (PJIAX)
- PGIM Jennison Focused Value Fund- Class R6 (PJOQX)
Open Schwab Target 2020 Index Fund Institutional Shares (SWYLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.