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Schwab Target 2015 SWGRX

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%

Morningstar’s Analysis SWGRX

Will SWGRX outperform in future?

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

A reasonable but unremarkable target-date series.

Summary

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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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