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Schwab Target 2025 SWHRX

Analyst rating as of
  • NAV / 1-Day Return 13.76  /  0.81 %
  • Total Assets 515.2 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.430%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.22%
  • Turnover 19%

Morningstar’s Analysis SWHRX

Will SWHRX outperform in future?

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

Glide path changes make this series more distinctive, if not compelling.

Senior Analyst



Recent glide path tweaks for Schwab Target series are reasonable, but shouldn’t substantially alter results and don’t suggest a competitive edge. The target-date funds are managed by an adequately resourced team and continue to earn a Morningstar Analyst Rating of Neutral.

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