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Schwab Target 2030 SWDRX

Analyst rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 14.82  /  1.00 %
  • Total Assets 966.3 Mil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.500%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.87%
  • Turnover 16%

Morningstar’s Analysis SWDRX

Will SWDRX outperform in future?

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

A reasonable but unremarkable target-date series.

Summary

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An adequate team plies an industry-standard process for the Schwab Target-Date series, supporting a Morningstar Analyst Rating of Neutral.

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