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Schwab Target 2040 Fund SWERX

Medalist Rating as of Apr 25, 2026 See Charles Schwab Investment Hub

Will SWERX outperform in the future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWERX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SWERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of SWERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A target-date series balancing active managers and team turnover.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The Schwab Target Fund series takes a more hands-on approach by combining active and passive underlying funds, but pockets of team turnover limit expectations relative to its more efficient Schwab Target Index counterpart.

by Vedran Beogradlija

Rated on Apr 25, 2026 Published on Apr 25, 2026

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