The combination of an Average People Pillar rating and a Low Process Pillar rating limit Schwab® Monthly Income Flexible Payout to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 10.21 / 0.97 %
- Total Assets 70.4 Mil
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Adj. Expense Ratio
- 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 2.93%
- Turnover 20%
Morningstar’s Analysis SWKRX
Will SWKRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.