Skip to Content

Schwab Target 2060 SWPRX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 14.26  /  −0.56 %
  • Total Assets 69.8 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.68%
  • Turnover 4%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 11:57 PM GMT+0

Morningstar’s Analysis SWPRX

Will SWPRX outperform in future?

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

A sensible structure that follows industry standards.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The adequately resourced team at Schwab presses on with a sensible approach in this target-date series, despite some turnover.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWPRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 87.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab® S&P 500 Index

19.58 14.2 Mil

Schwab International Opportunities

14.00 10.2 Mil

Schwab® International Core Equity

10.10 7.3 Mil

Schwab Select Large Cap Growth

9.45 6.9 Mil

Schwab Global Real Estate

6.44 4.7 Mil

Dodge & Cox Stock I

6.36 4.6 Mil

Schwab Fundamental US Large Company Idx

5.96 4.3 Mil

Schwab Small-Cap Equity

5.76 4.2 Mil

Goldman Sachs Em Mkts Eq Insghts Intl

5.42 3.9 Mil

Schwab Core Equity

4.70 3.4 Mil