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Schwab Target 2015 SWGRX

Analyst rating as of
NAV / 1-Day Return
12.32  /  0.32 %
Total Assets
78.7 Mil
Adj. Expense Ratio
0.340%
Expense Ratio
0.340%
Fee Level
Low
Longest Manager Tenure
8.56 years
Category
US Fund Target-Date 2015
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.40%
Turnover
10%
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Morningstar’s Analysis

Will SWGRX 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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