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Morningstar

Schwab Target 2025 SWHRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 13.76  /  0.81 %
  • Total Assets 515.2 Mil
  • Adj. Expense Ratio
    0.000
  • 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%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis SWHRX

Will SWHRX outperform in 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.

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

Senior Analyst

Summary

| by Greg Carlson

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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