/SWYGX
SWYGX Stock - Schwab Target 2040 Index Fund Institutional Shares
Financial Services|Asset ManagementNASDAQ
$20.54+0.59%
+$0.12 (+0.59%) • Dec 19
65
GoAI Score
GoAI Score
Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.HOLD
Medium Confidence
Momentum
Momentum Score
Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.63
Sentiment
Sentiment Score
Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).70
Risk Score
Risk Score
Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.73
Price Target
Price Target
Average analyst price target from the last quarter. Shows expected upside/downside from current price.+10.0%upside
Target: $22.59
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Active Trade Setup
ENTRY ZONE$20.33 – $20.75
TARGET (TP)$23.62
STOP LOSS$18.90
RISK/REWARD1:1.9
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Price Chart
Financial Statements
Key Metrics
Market CapN/A
P/E RatioN/A
Beta1.17
52W High$20.66
52W Low$15.92
Avg VolumeN/A
Income Statement (Fiscal Year)
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Company Overview
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.
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Earnings History & Surprises
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Latest News
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Frequently Asked Questions about SWYGX
What is SWYGX's current stock price?
Schwab Target 2040 Index Fund Institutional Shares (SWYGX) is currently trading at $20.54 per share. The stock has moved +0.59% today.
What is the analyst price target for SWYGX?
No analyst price targets are currently available for this stock.
What sector is Schwab Target 2040 Index Fund Institutional Shares in?
Schwab Target 2040 Index Fund Institutional Shares operates in the Financial Services sector, specifically within the Asset Management industry. The company is traded on the NASDAQ exchange.
What is SWYGX's market cap?
Schwab Target 2040 Index Fund Institutional Shares has a market capitalization of $1.49 billion, making it a small-cap company.
Does SWYGX pay dividends?
No, Schwab Target 2040 Index Fund Institutional Shares does not currently pay a dividend to shareholders.
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