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Schwab Capital Trust - Schwab Target 2040 Index Fund (SWYGX)
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9/21 12:03 PM
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- Previous Close
18.27 - YTD Return 14.98%
- Expense Ratio 0.08%
- Category Target-Date 2040
- Last Cap Gain 16.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 1.16B
- Beta (5Y Monthly) 1.18
- Yield 1.80%
- 5y Average Return --
- Holdings Turnover 8.00%
- Last Dividend 0.33
- Inception Date Aug 25, 2016
The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
Schwab Funds
Fund Family
Target-Date 2040
Fund Category
1.16B
Net Assets
2016-08-25
Inception Date
Performance Overview: SWYGX
View MoreTrailing returns as of 10/18/2024. Category is Target-Date 2040.
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Holdings: SWYGX
View MoreTop 8 Holdings (99.48% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSWYGX
Technology 23.24%
Financial Services 14.49%
Healthcare 10.41%
Industrials 10.17%
Consumer Cyclical 9.85%
Real Estate 9.68%
Communication Services 6.71%
Consumer Defensive 5.63%
Basic Materials 3.70%
Energy 3.57%
Utilities 2.55%
Recent News: SWYGX
View MoreResearch Reports: SWYGX
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