Skip to Content

Schwab Target 2035 SWIRX

Analyst rating as of
  • NAV / 1-Day Return 14.83  /  0.95 %
  • Total Assets 524.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.560%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.84%
  • Turnover 13%

Morningstar’s Analysis SWIRX

Will SWIRX 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



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.

Unlock our full analysis with Morningstar Investor