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Schwab Target 2035 SWIRX

Analyst rating as of
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Morningstar’s Analysis

Will SWIRX outperform in future?

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

This target-date series has seen numerous changes.

Senior Analyst

Summary

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The Schwab Target series offers a fairly solid lineup of underlying funds. However, the series' subadvisor oversight team lost its leader and is of modest size, the underlying holdings have seen fund and manager turnover, and sub-asset-class adjustments have created uncertainty about its prospects. The series’ single share class earns a Morningstar Analyst Rating of Neutral.

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