Schwab Target 2025 Index Fund Institutional Shares (SWYDX)
Schwab Target 2025 Index Fund Institutional Shares operates in the Asset Management industry of the Financial Services sector, headquartered in Westlake, TX, US. The stock last traded at $16.36, down 0.06% on the session, giving a market capitalisation of $676.8M. Its beta of 0.82 implies it has historically moved less than the broad market.
The fund aims to achieve its investment objectives predominantly by allocating capital to various exchange-traded funds (ETFs) managed by Schwab. Its policy dictates that, under typical market conditions, at least 80% of its total assets (including any funds borrowed for investment purposes) will be invested in underlying funds engineered to mirror the performance of specific market benchmarks. The fund's investment approach is strategically tailored to the target retirement year specified in its name, predicated on an assumed retirement age of 65 for its investors.
Schwab Target 2025 Index Fund Institutional Shares is most often compared with the following Financial Services names: