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Schwab Target 2020 Index SWYLX

Analyst rating as of
NAV / 1-Day Return
12.45  /  1.06 %
Total Assets
272.6 Mil
Adj. Expense Ratio
0.080%
Expense Ratio
0.080%
Fee Level
Low
Longest Manager Tenure
5.76 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
2.09%
Turnover
13%
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Morningstar’s Analysis

Will SWYLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Recent glide-path tweaks don't detract from this series' primary attribute--its low costs.

Senior Analyst

Summary

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The Schwab Target Index series just had its glide path adjusted, but it still boasts extremely low fees and solid passive building blocks. The series is run by an adequately resourced team. The series' single share class earns a Morningstar Analyst Rating of Bronze.

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