Advertisement
Skip to Content

Schwab Target 2040 SWERX

Analyst rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 15.61  /  0.89 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.600%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.65%
  • Turnover 10%

Morningstar’s Analysis SWERX

Will SWERX outperform in future?

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

A reasonable but unremarkable target-date series.

Summary

|

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

Unlock our full analysis with Morningstar Investor