Morningstar

Schwab Target 2065 Fund SWQRX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 14.47  /  +0.28 %
  • Total Assets 38.0M
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.000
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2065
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.34%
  • Turnover 4%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 11:00 PM GMT+0

Morningstar’s Analysis SWQRX

Will SWQRX outperform in the 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 SWQRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A target-date series balancing active managers and team turnover.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The Schwab Target Fund series takes a more hands-on approach by combining active and passive underlying funds, but pockets of team turnover limit expectations relative to its more efficient Schwab Target Index counterpart.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings SWQRX

More SWQRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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