The adequately resourced team at Schwab presses on with a sensible approach in this target-date series, despite some turnover.
Schwab Target 2060 SWPRX
- NAV / 1-Day Return 16.31 / +1.05 %
- Total Assets 86.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.580%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.58%
- Turnover 4%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 12:29 AM GMT+0
Morningstar’s Analysis SWPRX
Will SWPRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 88.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Schwab® S&P 500 Index | 19.87 | 16.7 Mil | — |
Schwab International Opportunities | 14.08 | 11.9 Mil | — |
Schwab® International Core Equity | 10.25 | 8.6 Mil | — |
Schwab Select Large Cap Growth | 9.63 | 8.1 Mil | — |
Schwab Global Real Estate | 6.48 | 5.5 Mil | — |
Dodge & Cox Stock I | 6.41 | 5.4 Mil | — |
Schwab Fundamental US Large Company Idx | 5.85 | 4.9 Mil | — |
Schwab Small-Cap Equity | 5.78 | 4.9 Mil | — |
Goldman Sachs Em Mkts Eq Insghts Intl | 5.36 | 4.5 Mil | — |
Schwab Core Equity | 4.66 | 3.9 Mil | — |