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Schwab Target 2035 Index Fund Institutional Shares (SWYFX)

NASDAQ Financial Services Asset Management
$20.96 ▼ -0.10%
Market Cap
$1.68B
Sector
Financial Services
Industry
Asset Management
Beta
1.04
52-Wk Range
18.36-21.04
CEO
Country
US
Currency
USD

Schwab Target 2035 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 $20.96, down 0.10% on the session, giving a market capitalisation of $1.68B. Its beta of 1.04 implies it has historically moved more than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2016-08-30
Headquarters
Westlake, TX, US
About Schwab Target 2035 Index Fund Institutional Shares

This fund strives to accomplish its investment objectives primarily by allocating its capital to exchange-traded funds (ETFs) that are affiliated with Schwab. Under typical market conditions, it maintains a strict policy to commit at least 80% of its total net assets (including any borrowed funds used for investment) to underlying portfolios specifically designed to mirror the performance of various market benchmarks. The fund's investment strategy is precisely tailored to the target retirement year indicated in its name, operating under the assumption of an investor retiring at age 65.

Comparable companies

Schwab Target 2035 Index Fund Institutional Shares is most often compared with the following Financial Services names:

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