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Schwab Target 2030 Index Fund Institutional Shares (SWYEX)

NASDAQ Financial Services Asset Management
$19.10 ▼ -0.10%
Market Cap
$1.87B
Sector
Financial Services
Industry
Asset Management
Beta
0.94
52-Wk Range
17.13-19.17
CEO
Country
US
Currency
USD

Schwab Target 2030 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 $19.10, down 0.10% on the session, giving a market capitalisation of $1.87B. Its beta of 0.94 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2016-08-30
Headquarters
Westlake, TX, US
About Schwab Target 2030 Index Fund Institutional Shares

This fund aims to achieve its financial objectives predominantly by investing in Schwab's own exchange-traded funds (ETFs). Under typical circumstances, a minimum of 80% of its overall assets (encompassing net assets and any funds borrowed for investment purposes) are dedicated to underlying funds designed to track the performance of particular market benchmarks. The fund's investment strategy is specifically tailored to the target retirement year indicated in its title, operating on the assumption that retirement will occur at age 65.

Comparable companies

Schwab Target 2030 Index Fund Institutional Shares is most often compared with the following Financial Services names:

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