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Schwab Small-cap Equity Fund™ (SWSCX)

US Funds

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23.39 +0.35 +1.52%

21/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 654.58M

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SWSCX Overview

Find basic information about the Schwab Small-cap Equity Fund™ mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SWSCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change31.26%

Prev. Close23.04

Risk Rating

TTM Yield0.33%

ROE14.65%

IssuerN/A

Turnover46%

ROA4.17%

Inception Date37803

Total Assets654.58M

Expenses1.08%

Min. Investment100

Market Cap2.69B

CategorySmall Blend

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Schwab Small-cap Equity Fund™ Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1090	963	1321	1142	1632	2179
Fund Return	9.03%	-3.7%	32.12%	4.53%	10.3%	8.1%
Place in category	291	489	228	103	171	178
% in Category	48	82	41	21	36	48

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	108.74B	20.93	9.05	12.95
Schwab Total Stock Market Index	26.8B	19.74	7.49	12.33
Schwab 1000 Index	18.08B	20.33	7.95	12.56
Schwab International Index	9.67B	6.83	2.70	5.24
Schwab Fundamental US Large Company	9.72B	16.07	9.84	11.49

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	55.85B	11.56	2.46	9.08
Fidelity Small Cap Index Instl Pre	26.87B	9.65	0.09	8.08
Vanguard Small Cap Index I	22.74B	11.56	2.47	9.09
DFA US Small Cap I	17.11B	9.31	4.54	8.85
Vanguard Small Cap Index InstlPlus	11.6B	11.58	2.48	9.10

Top Holdings

Name	ISIN	Weight %	Last	Change %
E-Mini Russ 2000 Dec24 Xcme 20241220	-	4.12	-	-
COPT Defense Properties	US22002T1088	1.10	31.68	+1.65%
American Assets	US0240131047	1.10	28.16	+1.15%
Frontdoor	US35905A1097	1.07	58.55	+1.93%
EMCOR	US29084Q1004	1.07	502.58	-4.62%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Small-Cap .	23.39	+0.35	+1.52%