Morningstar

Schwab Target 2060 Fund SWPRX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 20.19  /  +0.80 %
  • Total Assets 111.0M
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.000
  • 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 1.41%
  • Turnover 5%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:14 AM GMT+0

Morningstar’s Analysis SWPRX

Will SWPRX outperform in the 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 SWPRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A target-date series balancing active managers and team turnover.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

The Schwab Target Fund series takes a more hands-on approach by combining active and passive underlying funds, but pockets of team turnover limit expectations relative to its more efficient Schwab Target Index counterpart.

by Vedran Beogradlija
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWPRX

More SWPRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Schwab® S&P 500 Index

19.85 22M
—

Schwab International Opportunities

13.87 15M
—

Schwab® International Core Equity

10.37 12M
—

Schwab Large Cap Growth Opportunities

9.92 11M
—

Goldman Sachs Em Mkts Eq Insghts Intl

6.34 7M
—

Dodge & Cox Stock I

6.29 7M
—

Schwab Fundamental US Large Company Idx

6.03 7M
—

Schwab Small-Cap Equity

5.57 6M
—

Schwab Global Real Estate

4.54 5M
—

Schwab Core Equity

4.40 5M
—

Sponsor Center