Skip to Content
Morningstar
Get 14 Days Free

Schwab Target 2025 SWHRX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
17.04  /  0.23 %
Total Assets
657.3 Mil
Adj. Expense Ratio
0.460%
Expense Ratio
0.460%
Fee Level
Below Average
Longest Manager Tenure
9.41 years
Category
Target-Date 2025
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.62%
Turnover
16%

USD | NAV as of Jul 27, 2021 | 1-Day Return as of Jul 27, 2021, 10:26 PM GMT+00:00

Premium

Morningstar’s Analysis

Will SWHRX outperform in future?

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

Process Pillar

Unlock Rating

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

Unlock Rating

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

Unlock Rating

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

This target-date series is a reasonable offering.

Senior Analyst

Summary

| |

The Schwab Target series is run by an adequately resourced team. Its glide path is supported by significant research, though it doesn’t stand out much from the pack. The underlying strategies are fairly attractive, though manager changes have been common. The series earns a Morningstar Analyst Rating of Neutral.

Unlock our full analysis with Morningstar Premium

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.