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 15.61 / 0.89 %
- Total Assets 1.0 Bil
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Adj. Expense Ratio
- 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.