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.
- NAV / 1-Day Return 10.31 / 0.39 %
- Total Assets 2.5 Bil
Adj. Expense Ratio
- 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?
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