Schwab Target 2050 Index Fund Institutional Shares (SWYMX) Research
This fund endeavors to achieve its financial objectives predominantly by investing in exchange-traded funds (ETFs) affiliated with Schwab. Its established policy dictates that, in typical market environments, a minimum of 80% of its total assets (inclusive of net assets and any borrowed capital used for investment) will be allocated to underlying funds engineered to replicate the performance of particular market indices. The fund's strategic management is aligned with the specific target retirement year embedded in its name, predicated on an assumed retirement age of 65.
Market snapshot
- Symbol
- SWYMX
- Price
- $24.34
- Day change
- +1.04%
- Market cap
- $1.7B
- 52-week range
- 19.59-24.43
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Boston Trust Walden Small Cap Fund (BOSOX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX)
- Schwab Target 2025 Index Fund Institutional Shares (SWYDX)
- Schwab Target 2030 Index Fund Institutional Shares (SWYEX)
- Schwab Target 2035 Index Fund Institutional Shares (SWYFX)
- Schwab Target 2040 Index Fund Institutional Shares (SWYGX)
- Schwab Target 2045 Index Fund Institutional Shares (SWYHX)
Open Schwab Target 2050 Index Fund Institutional Shares (SWYMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.