SWYJX — Schwab Target 2055 Index Fund
Data updated: 2026-06-11
SWYJX — Schwab Target 2055 Index Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $984.17M AUM · 0.08% expense ratio · 19.3% 1-yr return. From SEC regulatory filings.
SWYJX Fund Overview
SWYJX — Schwab Target 2055 Index Fund is a US mutual fund managed by Schwab Capital Trust, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Schwab Capital Trust
- Category: Target Date / Glide Path Allocation
- Assets under management: $984.17M
- 1-year return: 19.3%
- Ticker: SWYJX
- SEC CIK: 0000904333
- SEC series ID: S000054920
- Share class ID: C000172775
SWYJX Holdings
Top 7 holdings of Schwab Target 2055 Index Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Schwab U.S. Large-Cap ETF | 51.22% |
| Schwab International Equity ETF | 23.12% |
| Schwab U.S. Aggregate Bond ETF | 7.16% |
| Schwab Emerging Markets Equity ETF | 7.00% |
| Schwab U.S. Small-Cap ETF | 6.21% |
| Schwab U.S. REIT ETF | 4.61% |
| Schwab Government Money Fund | 0.06% |
SWYJX Portfolio Allocation
Asset-class allocation of Schwab Target 2055 Index Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.4% |
SWYJX Performance
Total returns for SWYJX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -1.2% |
| 1 year | 19.3% |
| 3 years (annualised) | 15.5% |
| 5 years (annualised) | 8.7% |
SWYJX Risk Information
Risk metrics for SWYJX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 9.4%
SWYJX Costs and Fees
SWYJX costs about $8 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.08%
- Gross expense ratio: 0.14%
- Portfolio turnover: 14%
- Brokerage commissions: 1.14 bps of average net assets (SEC N-CEN)
SWYJX Cashflows
Over the 12 months to 2026-03, Schwab Target 2055 Index Fund had net inflows of $177.29M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | $16.40M |
| 2026-02 | $14.85M |
| 2026-01 | $16.18M |
| 2025-12 | $39.68M |
| 2025-11 | $12.23M |
| 2025-10 | $7.49M |
SWYJX Debt Constituents
No individual debt constituents are reported in Schwab Target 2055 Index Fund's latest SEC N-PORT filing.
SWYJX Prospectus and SEC Filings
Official Schwab Target 2055 Index Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.