Schwab 2040 index fund

Schwab 2040 index fund DEFAULT

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The Schwab Target Index target-date series boasts extremely low fees and solid passive building blocks. The series is run by an adequately resourced team. Its glide path is supported by significant research, though it doesn't stand out much from the pack. The series' single share class earns a Morningstar Analyst Rating of Bronze.

This series' primary competitive advantage is its low costs. The expense ratio for each of its 11 funds is just %, making it the cheapest target-date mutual fund series around. The series’ cost edge stems from its underlying holdings, eight low-fee Schwab-managed exchange-traded funds that track broad indexes. Each one earns a Morningstar Medalist rating, reflecting our analysts' conviction in their long-term prospects.

Schwab's multi-asset team, which manages this series, includes some long-tenured professionals, such as head of multi-asset solutions Jake Gilliam (who joined the firm in ). But with roughly 20 members, including the manager research team, its resources don't match those of better-staffed peers. The manager research team, which has seen some turnover and also isn't as well-resourced as some rivals, doesn’t really play a role here since the ETFs are managed by an in-house team overseen by Omar Aguilar (Schwab's chief investment officer of passive equity and multi-asset strategies).

The series' glide path and sub-asset-class weightings are the result of substantial behavioral research by the team. In practice, the glide path largely mirrors the industry norm, though it does stand out at a few points along the way. Weightings in more-volatile areas such as non-U.S. and small-cap stocks are lower than the industry norm, and the series has no exposure to high-yield bonds. (That said, non-U.S. exposure was boosted to varying degrees across the glide path in ) As a result, the series has been less volatile than its typical category peers and S&P Target Indexes since its August inception. And both total and risk-adjusted returns have been solid thus far.

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CategoryMixed-Asset Target
Portfolio StyleGrowth & Income
Fund StatusOpen
Fund InceptionAugust 25,

Team Managed

The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund invests in the underlying funds in accordance with its target portfolio allocation. These underlying funds invest their assets directly in equity, fixed income, cash and cash equivalents.

Front loadN/A
Deferred loadN/A
Max. redemption feeN/A
Total expense ratio%
12 b-1N/A
Standard deviation
R. squared
Standard (taxable)N/A
Fund ReturnCategory1Index (S&P )% rank in categoryQuintile rank
  • 1Mixed-Asset Target Funds
  • 23, 5 and 10 Year Returns are Annualized

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