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Schwab Target 2040 Fund: (MF: SWERX)

(NASDAQ Mutual Funds) As of May 29, 2026 07:01 PM ET

$21.49 USD

+0.02 (0.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

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Zacks Premium Research for SWERX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Schwab Target 2040 SWERX NA NA 0.00 0.00 0.00 0.01

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Schwab Target 2040 SWERX 21.49 7/1/2005 1.94 22.58 15.32 7.48

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Schwab Target 2040 SWERX 0 0 0 A

Contact Information

Family Schwab Funds
Address 101 Montgomery St
San Francisco, CA 94104
Phone 800 407-0256