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Schwab Target 2060 SWPRX

Analyst rating as of
NAV / 1-Day Return
13.23  /  2.80 %
Total Assets
43.7 Mil
Adj. Expense Ratio
0.690%
Expense Ratio
0.690%
Fee Level
Above Average
Longest Manager Tenure
6.27 years
Category
Target-Date 2060
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.45%
Turnover
11%

Morningstar’s Fund Analysis SWPRX

Will SWPRX outperform in future?

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

Glide path changes make this series more distinctive, if not compelling.

Senior Analyst

Summary

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Recent glide path tweaks for Schwab Target series are reasonable, but shouldn’t substantially alter results and don’t suggest a competitive edge. The target-date funds are managed by an adequately resourced team and continue to earn a Morningstar Analyst Rating of Neutral.

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