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Schwab® Monthly Income Income Payout SWLRX Fund Analysis

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Morningstar’s Analysis SWLRX

Will SWLRX outperform in future?

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

Schwab ® Monthly Income Income Payout's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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