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Morningstar

Schwab Target 2015 SWGRX

Morningstar Analyst Rating
Analyst rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 10.72  /  0.66 %
  • Total Assets 59.6 Mil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.330%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.48%
  • Turnover 19%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 1:40 AM GMT+00:00

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 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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