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Charles Schwab Fires Latest Salvo In Low-Cost TDF War

FYI: Charles Schwab Corp. has upped the ante in the push to be the lowest-cost provider of target-date retirement funds, launching a new series of target-dated mutual funds on Thursday that edge out Vanguard Group and Fidelity Investments to claim the title as cheapest on the market to date.


  • Cost is only one of many criteria to consider. What is more important is what are the underlying index funds and the % allocation are used. I am curious how for-profit companies such as Schwab can offer these products below cost.
  • I hold some Schwab 2030 TDF (SWDRX) and have been happy with it's performance over the years. However, YTD performance has fallen off sharply (91st percentile). I'm not panicking yet, but does anyone have any idea of what might be going on this year?
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