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Schwab® Monthly Income Flexible Payout SWKRX

Quantitative rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 10.21  /  0.97 %
  • Total Assets 70.4 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 2.93%
  • Turnover 20%

Morningstar’s Analysis SWKRX

Will SWKRX outperform in future?

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

Summary

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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.

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