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Schwab Target 2015 Index SWYBX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SWYBX

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

  • People Pillar

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

A compelling underlying fund lineup at very low price.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

A selection of well-regarded exchange-traded index funds fill out the Schwab Indexed Target-Date series. Paired with low costs and appropriate resources, the offering proves compelling.

by Vedran Beogradlija
Rated on Published on

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