A compelling fund lineup available at a low cost provides the Schwab Target Index Date series an advantage and supports a Morningstar Analyst Rating of Bronze.
- NAV / 1-Day Return 15.50 / 1.04 %
- Total Assets 801.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.080%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High / Moderate
- Status Open
- TTM Yield 1.79%
- Turnover 12%
Morningstar’s Analysis SWYGX
Will SWYGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 9
- % Assets in Top 10 Holdings 98.5