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Schwab Treasury Infl Protected Secs Idx SWRSX

Quantitative rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 10.31  /  0.39 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 6.88%
  • Effective Duration 6.59 years

Morningstar’s Analysis SWRSX

Will SWRSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Schwab Treasury Infl Protected Secs Idx's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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