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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
    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%

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

Summary

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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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