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Morningstar

Schwab Target 2060 SWPRX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 15.49  /  +1.11 %
  • Total Assets 80.1 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 1.65%
  • Turnover 4%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 AM GMT+0

Morningstar’s Analysis SWPRX

Will SWPRX 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 SWPRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWPRX 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 SWPRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings SWPRX

More SWPRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab® S&P 500 Index

20.21 15.5 Mil
—

Schwab International Opportunities

13.51 10.3 Mil
—

Schwab Select Large Cap Growth

10.29 7.9 Mil
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Schwab® International Core Equity

9.92 7.6 Mil
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Dodge & Cox Stock I

6.22 4.8 Mil
—

Schwab Global Real Estate

6.15 4.7 Mil
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Schwab Fundamental US Large Company Idx

5.83 4.5 Mil
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Goldman Sachs Em Mkts Eq Insghts Intl

5.61 4.3 Mil
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Schwab Small-Cap Equity

5.56 4.2 Mil
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Schwab Core Equity

4.71 3.6 Mil
—