Skip to Content

Schwab Target 2040 SWERX

Analyst rating as of
NAV / 1-Day Return
19.32  /  0.77 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.640%
Expense Ratio
0.640%
Fee Level
Average
Longest Manager Tenure
9.20 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.20%
Turnover
10%
Premium

Morningstar’s Analysis

Will SWERX outperform in future?

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

This target-date series is a reasonable offering.

Senior Analyst

Summary

| |

The Schwab Target series is run by an adequately resourced team. Its glide path is supported by significant research, though it doesn’t stand out much from the pack. The underlying strategies are fairly attractive, though manager changes have been common. The series earns a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Premium