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Schwab Target 2010 SWBRX

Analyst rating as of
  • NAV / 1-Day Return 12.52  /  0.64 %
  • Total Assets 48.9 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.310%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.43%
  • Turnover 24%

Morningstar’s Analysis SWBRX

Will SWBRX outperform in future?

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

Glide path changes make this series more distinctive, if not compelling.

Senior Analyst



Recent glide path tweaks for Schwab Target series are reasonable, but shouldn’t substantially alter results and don’t suggest a competitive edge. The target-date funds are managed by an adequately resourced team and continue to earn a Morningstar Analyst Rating of Neutral.

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