SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES SWYGX · Fund Open SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES in new tab
SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES Analysis (SWYGX)
Investment Objective: SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES is an investment vehicle in USA. It is currently trading at 22.24 USD.
Strategy: The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings …
Income: This is a distributing fund with a current yield of 2.00%.
Investor FAQ
Does SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES pay a dividend?
Yes, it pays an annual dividend of 0.45 USD (2.00% yield).
What asset class is SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES?
SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES is classified as a Fund. You can compare it against its peer in the "Related Symbols" list.
Fund Strategy
The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
| Year | Total Dividends |
|---|---|
| ▸2026 |
0.51 USD
|
| Dec. 30, 2026 (estimated) | 0.5061 |
| ▸2025 |
0.45 USD
|
| Dec. 30, 2025 | 0.4491 |
| ▸2024 |
0.40 USD
|
| Dec. 30, 2024 | 0.3993 |
| ▸2023 |
0.33 USD
|
| Dec. 28, 2023 | 0.3270 |
| ▸2022 |
0.28 USD
|
| Dec. 29, 2022 | 0.2753 |
| ▸2021 |
0.29 USD
|
| Dec. 30, 2021 | 0.2880 |
| ▸2020 |
0.25 USD
|
| Dec. 30, 2020 | 0.2520 |
| ▸2019 |
0.26 USD
|
| Dec. 30, 2019 | 0.2550 |
| ▸2018 |
0.24 USD
|
| Dec. 28, 2018 | 0.2380 |
| ▸2017 |
0.17 USD
|
| Dec. 28, 2017 | 0.1692 |
| ▸2016 |
0.11 USD
|
| Dec. 29, 2016 | 0.1130 |
| Name | Payment Date | Status | Amount |
|---|---|---|---|
| SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES | Dec 30, 2025 | Paid | 0.4491 USD |
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