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Schwab ® U.s. Mid-cap Index Fund (SWMCX)

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70.490 -0.100    -0.14%
07/08 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.12B
Schwab U.S. Mid-Cap Index Fund 70.490 -0.100 -0.14%

SWMCX Overview

 
Find basic information about the Schwab ® U.s. Mid-cap Index 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 SWMCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.14%
Prev. Close70.59
Risk Rating
TTM Yield1.32%
ROE18.14%
IssuerN/A
Turnover2%
ROA5.62%
Inception DateDec 20, 2017
Total Assets2.12B
Expenses0.04%
Min. InvestmentN/A
Market Cap22.33B
CategoryMid - Cap Blend
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Schwab ® U.s. Mid-cap Index Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1067 1117 1120 1384 1778 -
Fund Return 6.73% 11.69% 11.97% 11.43% 12.2% -
Place in category 70 147 48 90 148 -
% in Category 17 34 14 26 47 -

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab S&P 500 Index 120.79B 8.57 17.07 13.62
  Schwab Total Stock Market Index 29.51B 8.07 16.41 12.93
  Schwab 1000 Index 19.18B 8.48 16.88 13.20
  Schwab International Index 11.59B 17.47 13.16 6.18
  Schwab Fundamental US Large Company 9.81B 5.35 12.95 11.87

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 65.33B 9.13 11.61 10.04
  Fidelity Mid Cap Index Fund Institu 43.39B 6.74 11.48 10.01
  Fidelity Extended Market Index Ins 39.63B 4.75 12.51 9.46
  Vanguard Extended Market Idx Adm 25.18B 4.75 12.49 9.46
  Vanguard Mid Cap Index I 23.92B 9.14 11.62 10.05

Top Holdings

Name ISIN Weight % Last Change %
  Royal Caribbean Cruises LR0008862868 0.65 301.44 -2.69%
  Howmet US4432011082 0.61 180.75 -0.46%
  Coinbase Global US19260Q1076 0.59 310.54 -0.08%
  Robinhood Markets US7707001027 0.57 114.63 +3.06%
  Vistra Energy US92840M1027 0.54 202.18 -1.66%

Technical Summary

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