Morningstar

Schwab Target 2025 Fund SWHRX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 15.34  /  −0.26 %
  • Total Assets 374.1M
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.000
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.87%
  • Turnover 13%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SWHRX

Will SWHRX outperform in the 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 SWHRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWHRX 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 SWHRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A target-date series balancing active managers and team turnover.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The Schwab Target Fund series takes a more hands-on approach by combining active and passive underlying funds, but pockets of team turnover limit expectations relative to its more efficient Schwab Target Index counterpart.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings SWHRX

More SWHRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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