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Morningstar

Schwab Target 2060 Index SWYNX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 15.41  /  0.26 %
  • Total Assets 447.2 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.80%
  • Turnover 8%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:18 AM GMT+0

Morningstar’s Analysis SWYNX

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

People Pillar

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

Low costs and strong underlying fund selection benefit this target-date series.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

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.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings SWYNX

More SWYNX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 99.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab US Large-Cap ETF™

51.37
236,314,083
—

Schwab International Equity ETF™

24.20
111,316,564
—

Schwab Emerging Markets Equity ETF™

6.84
31,490,632
—

Schwab US REIT ETF™

6.70
30,806,992
—

Schwab US Small-Cap ETF™

6.58
30,252,450
—

Schwab US Aggregate Bond ETF™

3.70
17,008,097
—

Usd

0.63
2,878,634
Cash and Equivalents