Skip to Content

Schwab Target 2010 SWBRX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 12.99  /  +0.31 %
  • Total Assets 43.9 Mil
  • Adj. Expense Ratio
    0.260%
  • Expense Ratio 0.260%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.87%
  • Turnover 14%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 1:32 AM GMT+0

Morningstar’s Analysis SWBRX

Will SWBRX outperform in future?

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

A sensible structure that follows industry standards.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The adequately resourced team at Schwab presses on with a sensible approach in this target-date series, despite some turnover.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWBRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 83.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Aggregate Bond Index

26.96 12.0 Mil

Baird Aggregate Bond Inst

14.94 6.6 Mil

Schwab® S&P 500 Index

12.03 5.3 Mil

Schwab Short-Term Bond Index

8.11 3.6 Mil

Schwab Treasury Infl Protected Secs Idx

6.82 3.0 Mil

Schwab International Opportunities

4.12 1.8 Mil

Schwab® International Core Equity

3.00 1.3 Mil

Dodge & Cox Stock I

2.67 1.2 Mil

ClearBridge Large Cap Growth IS

2.63 1.2 Mil

Schwab Global Real Estate

2.41 1.1 Mil