The adequately resourced team at Schwab presses on with a sensible approach in this target-date series, despite some turnover.
Schwab Target 2020 SWCRX
- NAV / 1-Day Return 13.52 / +0.75 %
- Total Assets 320.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.290%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2020
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.72%
- Turnover 7%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0
Morningstar’s Analysis SWCRX
Will SWCRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 81.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Schwab US Aggregate Bond Index | 23.66 | 76.4 Mil | — |
Schwab® S&P 500 Index | 14.59 | 47.1 Mil | — |
Baird Aggregate Bond Inst | 12.10 | 39.1 Mil | — |
Schwab Short-Term Bond Index | 7.12 | 23.0 Mil | — |
Schwab Treasury Infl Protected Secs Idx | 6.05 | 19.5 Mil | — |
Schwab International Opportunities | 5.31 | 17.1 Mil | — |
Schwab® International Core Equity | 3.87 | 12.5 Mil | — |
Dodge & Cox Stock I | 3.15 | 10.2 Mil | — |
Western Asset Core Plus Bond IS | 2.77 | 8.9 Mil | — |
Schwab Select Large Cap Growth | 2.75 | 8.9 Mil | — |