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Schwab International Opportunities SWMIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SWMIX

Will SWMIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SWMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continued adjustments, but potential remains.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Schwab International Opportunities is finding its footing after three years of manager and subadvisor changes. However, this transformed group requires time to demonstrate its capabilities.

by Vedran Beogradlija
Rated on Published on

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