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Morningstar

Schwab Target 2015 SWGRX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 11.28  /  +0.62 %
  • Total Assets 49.0 Mil
  • Adj. Expense Ratio
    0.280%
  • Expense Ratio 0.280%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2015
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.70%
  • Turnover 7%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0

Morningstar’s Analysis SWGRX

Will SWGRX 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 SWGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWGRX 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 SWGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sensible structure that follows industry standards.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The adequately resourced team at Schwab presses on with a sensible approach in this target-date series, despite some turnover.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings SWGRX

More SWGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Aggregate Bond Index

24.88 12.3 Mil
—

Schwab® S&P 500 Index

13.77 6.8 Mil
—

Baird Aggregate Bond Inst

13.22 6.5 Mil
—

Schwab Short-Term Bond Index

7.50 3.7 Mil
—

Schwab Treasury Infl Protected Secs Idx

6.21 3.1 Mil
—

Schwab International Opportunities

4.69 2.3 Mil
—

Schwab® International Core Equity

3.54 1.8 Mil
—

Dodge & Cox Stock I

2.98 1.5 Mil
—

ClearBridge Large Cap Growth IS

2.66 1.3 Mil
—

Schwab Select Large Cap Growth

2.61 1.3 Mil
—