Schwab Managed Retirement Trust 2065


Unit Class I
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Unit Class II
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Unit Class III
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Unit Class IV
Inception Date: 06/28/2021
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Unit Class V1
Inception Date: 04/13/2021
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Unit Class VI2
Inception Date: 01/26/2021
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Fact Sheet
Objective: The Trust seeks to provide total return for investors retiring approximately at or near the year 2065.

Strategy: To pursue its investment objective, the Trust is designed as a single investment portfolio that adjusts asset allocation over time to better match the anticipated changing risk tolerances and return objectives of investors over their expected investment horizon. The Trust may diversify holdings by investing in assets across a variety of asset classes, including, but not limited to, domestic equity, international equity, emerging markets equity, global real estate, short-term bond, intermediate-term bond, inflation-protected bond (U.S. TIPS), world bond, and cash equivalents. The Trust uses a blend of actively and passively managed sub-advised strategies to gain exposure to various market capitalizations and asset classes.


Glide Chart - Schwab Managed Retirement Trust Income Fund 2060

With the goal of becoming more conservative over time, the Trust is rebalanced annually to reduce equity and increase fixed income and cash equivalents allocations until the Trust reaches a policy allocation, defined in the investment guidelines, of 25% equity (including global real estate) and 75% fixed income and cash equivalents. At this point, the allocation is intended to remain static.

The values of the target trusts will fluctuate up to and after the target date. There is no guarantee the trusts will provide adequate income at or through retirement.
Actual allocations may vary from policy allocations at any point in time.

Find current and past fact sheets, legal documents, and other downloadable materials. Get up-to-date performance data.