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Schwab® Monthly Income Target Payout SWJRX

Quantitative rating as of
  • NAV / 1-Day Return 10.03  /  0.60 %
  • Total Assets 41.6 Mil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.92%
  • Turnover 11%

Morningstar’s Analysis SWJRX

Will SWJRX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Schwab® Monthly Income Target Payout to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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