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    Schwab Small-Cap Equity (SWSCX)

    22.13 Down 0.13(0.58%) May 29
    Prev Close:22.26
    YTD Return*:2.47%
    Net Assets*:699.40M
    Yield*:0.07%

    * As of 30-Apr-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    » More Headlines for SWSCX

    Top Holdings

    Symbol% AssetsYTD Return %
    JBLU1.2836.07
    MOH1.2611.71
    PRXL1.1716.54
    CSG1.08-4.84
    HPTX1.0891.63

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:699.4M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.10%

    Performance & Risk

    YTD Return:2.47%
    5y Avg Return:15.72%
    Rank in Category (ytd):34
    % Rank in Category (ytd):4.29%
    Beta (3y):1.20
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund. The market capitalization range of the Russell 2000® Index was $169 million to $4,054 million as of May 31, 2014, and will change as market conditions change. The fund seeks to assemble a portfolio with long-term performance that will exceed that of the Russell 2000® Index. View More
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