Schwab Capital Trust - Target 2065 Index Fund (SWYOX) Research
This investment vehicle aims to fulfill its financial mandate by predominantly allocating capital to various associated Schwab exchange-traded funds (ETFs). These constituent ETFs then directly deploy their holdings into a mix of equities, fixed-income instruments, and highly liquid assets (such as money market funds), each adhering to its distinct investment strategy. The fund's overall management is structured around the specific target retirement year reflected in its title, operating under the assumption that an investor will retire at age 65.
Market snapshot
- Symbol
- SWYOX
- Price
- $16.48
- Day change
- +1.04%
- Market cap
- $456.9M
- 52-week range
- 13.05-16.55
- 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)
- Steward Large Cap Enhanced Index Fund A (SEEKX)
- Small Cap Growth Fund Class Y (SMAYX)
Open Schwab Capital Trust - Target 2065 Index Fund (SWYOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.