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Logo for Fund Schwab Target 2040 Index Fund Institutional Shares

Schwab Target 2040 Index Fund Institutional Shares (SWYGX)

NASDAQ Currency in USD
$378.00
+$6.60
+1.78%
Last Update: 18 Jul 2026, 06:48
$1.80bn
Assets Under Management
8.00%
Expense Ratio
0.12%
Forward Dividend Yield
$248.44-$506.67
52 Week Range

SWYGX Price Chart

Explore Schwab Target 2040 Index Fund Institutional Shares interactive price chart. Choose custom timeframes to analyze SWYGX price movements and trends.

SWYGX Fund Profile

Key details and information about Schwab Target 2040 Index Fund Institutional Shares (SWYGX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

30 Aug 2016

Country

US

Description

The fund aims to achieve its financial objectives by primarily allocating its capital to Schwab's affiliated exchange-traded funds (ETFs). Under typical conditions, it maintains a mandate to invest a minimum of 80% of its total assets (comprising net assets and any funds borrowed for investment) into constituent funds specifically engineered to mirror the returns of various market indices. Its management approach is tailored to the target retirement date prominently featured in its name, operating on the premise of an investor retiring at age 65.

SWYGX Fund Performance

View SWYGX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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