Schwab Capital Trust - Target 2065 Index Fund
SWYOX
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- Schwab Capital Trust - Target 2065 Index Fund (SWYOX) is an open-end investment company that seeks capital appreciation and income consistent with its asset allocation, targeting investors planning retirement around 2065. The fund invests primarily in a portfolio of affiliated Schwab exchange-traded funds (ETFs), including Schwab U.S. Large-Cap ETF (52.35% of holdings), Schwab International Equity ETF (24.80%), Schwab Emerging Markets Equity ETF (7.27%), Schwab U.S. Small-Cap ETF (6.78%), and Schwab U.S. REIT ETF (5.83%); it maintains a diversified allocation with approximately 65% U.S. stocks, 32% non-U.S. stocks, 2% U.S. bonds, and minor cash and non-U.S. bond holdings, gradually shifting toward fixed income as the target date approaches. Launched on February 25, 2021, and domiciled in the United States with an address c/o CT Corporation System in Boston, Massachusetts, the fund is part of Schwab Capital Trust, a registered investment company managed by Charles Schwab Investment Management, Inc., a subsidiary of The Charles Schwab Corporation headquartered in Westlake, Texas. It operates with a low net expense ratio of 0.08%, daily pricing, no front-end or deferred loads, and a minimum initial investment of zero dollars, serving U.S. retail and institutional investors in the target-date fund category. Recent developments include a forward share split approved by the Board of Trustees on June 5, 2025, for Schwab Capital Trust funds, alongside portfolio turnover of 14% and assets under management reaching approximately $245 million to $267 million as of late 2025; these changes reflect ongoing operational adjustments within Charles Schwab's broader expansion, such as the November 2025 agreement to acquire Forge Global for $660 million to enhance private market access.