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 15.41 / 0.26 %
- Total Assets 447.2 Mil
-
Adj. Expense Ratio
- 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%
Morningstar’s Analysis SWYNX
Will SWYNX 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 7
- % Assets in Top 10 Holdings 99.4