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Schwab Target 2040 SWERX

Analyst rating as of
NAV / 1-Day Return
16.52  /  0.60 %
Total Assets
1.0 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Average
Longest Manager Tenure
8.56 years
Category
US Fund Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.97%
Turnover
15%
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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 has seen numerous changes.

Senior Analyst

Summary

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The Schwab Target series offers a fairly solid lineup of underlying funds. However, the series' subadvisor oversight team lost its leader and is of modest size, the underlying holdings have seen fund and manager turnover, and sub-asset-class adjustments have created uncertainty about its prospects. The series’ single share class earns a Morningstar Analyst Rating of Neutral.

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