Schwab Target 2060 Index (SWYNX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

25.28

+0.11 (0.44%)

Oct 16, 2026, 8:07 AM EST

Fund Assets	1.02B
Expense Ratio	0.084%
Min. Investment	$0.00
Turnover	13.00%
Dividend (ttm)	0.43
Dividend Yield	1.71%
Dividend Growth	14.87%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2025

Previous Close	25.17
YTD Return	12.46%
1-Year Return	16.00%
5-Year Return	60.06%
52-Week Low	21.60
52-Week High	26.00
Beta (5Y)	0.91
Holdings	7
Inception Date	Aug 25, 2016

About SWYNX

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.

Fund Family Schwab

Category Target-Date 2060+

Performance Rating Above Average

Risk Rating Above Average

Stock Exchange Nasdaq

Ticker Symbol SWYNX

Index Dow Jones US Total Stock Market TR

Performance

SWYNX had a total return of 16.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.43%.

Top Holdings

Name	Symbol	Weight
Schwab U.S. Large-Cap ETF	SCHX	51.50%
Schwab International Equity ETF	SCHF	24.30%
Schwab Emerging Markets Equity ETF	SCHE	7.49%
Schwab U.S. Small-Cap ETF	SCHA	6.46%
Schwab US Aggregate Bond ETF	SCHZ	4.89%
Schwab U.S. REIT ETF	SCHH	4.74%
Usd	n/a	0.61%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2025	$0.4318	Dec 30, 2025
Dec 30, 2024	$0.3759	Dec 30, 2024
Dec 28, 2023	$0.339	Dec 28, 2023
Dec 29, 2022	$0.2781	Dec 29, 2022
Dec 30, 2021	$0.312	Dec 30, 2021
Dec 30, 2020	$0.3564	Dec 30, 2020

Full Dividend History