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S&P Futures
4,268.25 -18.25 (-0.43%) Dow Futures
33,878.00 -103.00 (-0.30%) Nasdaq Futures
13,451.50 -71.75 (-0.53%) Russell 2000 Futures
1,990.70 -11.00 (-0.55%) Crude Oil
89.75 -0.75 (-0.83%) Gold
1,767.40 -3.80 (-0.21%)
Schwab Core Equity Fund (SWANX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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At close: 08:01PM EDT
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Overall Portfolio Composition (%)
Cash0.92%
Stocks99.08%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertable0.00%
Sector Weightings (%)
Sector(s)SWANX
Basic Materials2.24%
Consumer Cyclical12.13%
Financial Services14.32%
Real Estate3.03%
Consumer Defensive5.27%
Healthcare11.55%
Utilities2.01%
Communication Services12.29%
Energy2.60%
Industrials8.03%
Technology26.54%
Equity Holdings
AverageSWANXCategory Average
Price/Earnings23.3426.32
Price/Book4.014.98
Price/Sales2.12.79
Price/Cashflow13.9717.61
Median Market Cap141,120.06265,875.19
3 Year Earnings Growth24.0319.53
Bond Holdings
AverageSWANXCategory Average
MaturityN/AN/A
DurationN/A-1.15
Credit QualityN/AN/A
Bond Ratings
Sector(s)SWANX
US Government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%
Top 10 Holdings (32.89% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Microsoft Corp | MSFT | 6.51% |
| Apple Inc | AAPL | 6.38% |
| Amazon.com Inc | AMZN | 4.07% |
| Alphabet Inc A | GOOGL | 3.91% |
| Bank of America Corp | BAC | 2.68% |
| Accenture PLC Class A | ACN | 2.02% |
| Walmart Inc | WMT | 1.89% |
| Goldman Sachs Group Inc | GS | 1.84% |
| Adobe Inc | ADBE | 1.80% |
| Johnson & Johnson | JNJ | 1.79% |
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