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Schwab® Monthly Income Income Payout SWLRX

Quantitative rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 9.32  /  0.85 %
  • Total Assets 72.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.210%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.43%
  • Turnover 25%

Morningstar’s Analysis SWLRX

Will SWLRX outperform in future?

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



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

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