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Morningstar

Schwab Target 2040 SWERX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:18 AM GMT+00:00

Morningstar’s Analysis SWERX

Will SWERX outperform in future?

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

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 reasonable but unremarkable target-date series.

Analyst

Summary

| by Vedran Beogradlija

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

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