Schwab Capital Trust - Schwab Target 2060 Index Fund (SWYNX) Research
The fund primarily channels its investments into affiliated Schwab exchange-traded funds (ETFs) to pursue its defined financial objectives. Generally, it maintains a mandate to commit at least 80% of its total assets (including any funds acquired through borrowing for investment) to underlying portfolios engineered to mirror the returns of specific market benchmarks. Its investment strategy is structured around the target retirement year specified in its name, built on the assumption that an investor will retire at age 65.
Market snapshot
- Symbol
- SWYNX
- Price
- $25.28
- Day change
- +1.08%
- Market cap
- $1.3B
- 52-week range
- 20.11-25.38
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Franklin Corefolio Allocation Fund Advisor Class (FCAZX)
- Franklin Corefolio Allocation Fund Class C (FTCLX)
- FPA Queens Road Small Cap Value Inv (QRSVX)
- Schwab MarketTrack All Equity (SWEGX)
- 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)
Open Schwab Capital Trust - Schwab Target 2060 Index Fund (SWYNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.