An adequate team plies an industry-standard process for the Schwab Target-Date series, supporting a Morningstar Analyst Rating of Neutral.
- NAV / 1-Day Return 10.72 / 0.66 %
- Total Assets 59.6 Mil
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Adj. Expense Ratio
- 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.