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Schwab US Mid-Cap Index (SWMCX)
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61.17 - YTD Return 8.60%
- Expense Ratio 0.04%
- Category Mid-Cap Blend
- Last Cap Gain -1.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 1.42B
- Beta (5Y Monthly) 1.05
- Yield 1.37%
- 5y Average Return --
- Holdings Turnover 8.00%
- Last Dividend 0.88
- Inception Date Dec 20, 2017
To pursue its goal, the fund generally invests in securities that are included in the Russell Midcap® Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. The Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity universe.
Schwab Funds
Fund Family
Mid-Cap Blend
Fund Category
1.42B
Net Assets
2017-12-20
Inception Date
Performance Overview: SWMCX
Trailing returns as of 4/26/2024. Category is Mid-Cap Blend.
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Holdings: SWMCX
Top 10 Holdings (5.75% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSWMCX
Industrials 19.53%
Technology 16.28%
Financial Services 14.16%
Consumer Cyclical 11.15%
Healthcare 9.99%
Real Estate 7.55%
Energy 5.07%
Utilities 5.06%
Basic Materials 4.57%
Communication Services 3.39%
Consumer Defensive 3.24%
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