Morningstar

Schwab Target 2065 SWQRX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 11.48  /  −0.52 %
  • Total Assets 23.6 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2065+
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.53%
  • Turnover 4%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:34 AM GMT+0

Morningstar’s Analysis SWQRX

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

  • People Pillar

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

A sensible structure that follows industry standards.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The adequately resourced team at Schwab presses on with a sensible approach in this target-date series, despite some turnover.

by Vedran Beogradlija
Rated on Published on

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Portfolio Holdings SWQRX

More SWQRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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