Skip to Content

Schwab Target 2020 Index SWYLX

Analyst rating as of
NAV / 1-Day Return
13.76  /  0.15 %
Total Assets
306.0 Mil
Adj. Expense Ratio
0.080%
Expense Ratio
0.080%
Fee Level
Low
Longest Manager Tenure
5.14 years
Category
Target-Date 2020
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.55%
Turnover
13%
Premium

Morningstar’s Analysis

Will SWYLX outperform in future?

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

Cheap and sturdy.

Senior Analyst

Summary

| |

The Schwab Target Index target-date series boasts extremely low fees and solid passive building blocks. The series is run by an adequately resourced team. Its glide path is supported by significant research, though it doesn't stand out much from the pack. The series' single share class earns a Morningstar Analyst Rating of Bronze.

Unlock our full analysis with Morningstar Premium