Morningstar

Schwab Target 2070 Fund SWRRX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $10.36  /  −0.38 %
  • Fund Size $1.2M
  • Adjusted Expense Ratio 0.580%
  • Net Expense Ratio —
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2070+
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield —
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis SWRRX

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

  • People Pillar

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

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

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

More SWRRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 89.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab® S&P 500 Index

21.44 273,836
—

Schwab International Opportunities

14.22 181,683
—

Schwab Large Cap Growth Opportunities

10.44 133,381
—

Schwab® International Core Equity

10.38 132,634
—

Schwab Fundamental US Large Company Idx

7.08 90,405
—

Goldman Sachs Em Mkts Eq Insghts Intl

7.07 90,357
—

Schwab Small-Cap Equity

5.70 72,750
—

Dodge & Cox Stock I

5.24 66,918
—

Schwab Global Real Estate

4.52 57,685
—

Schwab Core Equity

3.27 41,731
—

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