An adequate team plies an industry-standard process for the Schwab Target-Date series, supporting a Morningstar Analyst Rating of Neutral.
- NAV / 1-Day Return 14.82 / 1.00 %
- Total Assets 966.3 Mil
Adj. Expense Ratio
- 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.