How is Schwab Core Equity Fund (SWANX) Performing?
Schwab Core Equity Fund (SWANX) a Zacks Rank #2 (Buy) was incepted in July 1996 and is managed by Charles Schwab Investment Management Inc. SWANX seeks to assemble a portfolio with long-term performance. To pursue its goal, SWANX primarily invests at least 80% of its assets in equity securities of U.S. stocks.
This Large Blend product, as of the last filing, allocates their fund in four major groups; Large Value, Large Growth, Intermediate Bond and Small Growth. Further, as of the last filing, Apple Inc, Citigroup Inc and Pepsico Inc were the top holdings for SWANX.
The Schwab Core Equity fund, managed by Schwab Funds, carries an expense ratio of 0.74%. Moreover, SWANX requires a minimal initial investment of $100.
SWANX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.13% and 5 year 10.09%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
SWANX’s performance, as of the last filing, when compared to funds in its category was in the top 48% in 1 year, top 33% over the past 3 years, and in the 34% over the past 5 years.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (SWANX): Fund Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
