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

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63.240 -0.020    -0.03%
12/03 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.72B
Schwab U.S. Mid-Cap Index Fund 63.240 -0.020 -0.03%

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 Change1.23%
Prev. Close63.26
Risk Rating
TTM Yield1.39%
ROE18.72%
IssuerN/A
Turnover13%
ROA6.20%
Inception DateDec 20, 2017
Total Assets1.72B
Expenses0.04%
Min. InvestmentN/A
Market Cap23.13B
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 1013 941 1122 1231 1793 -
Fund Return 1.28% -5.86% 12.2% 7.16% 12.38% -
Place in category 130 152 82 105 152 -
% in Category 34 44 24 35 52 -

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab S&P 500 Index 104.55B 1.44 12.51 12.93
  Schwab Total Stock Market Index 25.67B 1.12 11.50 12.26
  Schwab 1000 Index 16.94B 1.33 11.95 12.51
  Schwab International Index 10.45B 8.14 6.73 5.41
  Schwab Fundamental US Large Company 9.26B 4.09 11.21 11.57

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 63.62B 2.48 6.86 9.39
  Fidelity Extended Market Index Ins 39.44B -1.09 5.89 8.91
  Fidelity Mid Cap Index Fund Institu 38.34B 1.27 7.19 9.35
  Vanguard Extended Market Index Inst 34.3B -1.08 5.90 -
  Vanguard Extended Market Idx Adm 25.02B -1.08 5.85 8.91

Top Holdings

Name ISIN Weight % Last Change %
  Palantir US69608A1088 1.35 83.65 +7.17%
  Applovin US03831W1080 0.79 272.59 +5.75%
  Arthur J Gallagher US3635761097 0.60 325.08 -0.21%
  Williams US9694571004 0.55 56.30 +2.46%
  Bank of NY Mellon US0640581007 0.51 80.76 -0.36%

Technical Summary

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