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Schwab Small-Cap Equity (SWSCX)
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19.84 - YTD Return 4.89%
- Expense Ratio 1.09%
- Category Small Blend
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 597.07M
- Beta (5Y Monthly) 0.98
- Yield 0.35%
- 5y Average Return --
- Holdings Turnover 43.00%
- Last Dividend 0.07
- Inception Date Jul 1, 2003
The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) 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.
Schwab Funds
Fund Family
Small Blend
Fund Category
597.07M
Net Assets
2003-07-01
Inception Date
Performance Overview: SWSCX
Trailing returns as of 4/24/2024. Category is Small Blend.
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SICNX Schwab International Core Equity
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SFSNX Schwab Fundamental US Small Company Idx
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LGILX Schwab Select Large Cap Growth
22.94
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SWSSX Schwab Small Cap Index
31.91
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SFLNX Schwab Fundamental US Large Company Idx
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SSAIX State Street International Stock Sel N
10.95
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SWASX Schwab Global Real Estate
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LZSMX Lazard International Small Cap Eq Open
8.01
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SFILX Schwab Fdmtl Intl Sm Co Idx
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SWOBX Schwab Balanced
15.79
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SFENX Schwab Fdmtl Emerg Mkts Lg Co Idx
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Holdings: SWSCX
Top 9 Holdings (9.09% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSWSCX
Financial Services 17.02%
Healthcare 16.14%
Technology 15.39%
Industrials 14.25%
Consumer Cyclical 10.76%
Real Estate 6.73%
Energy 5.69%
Basic Materials 5.10%
Consumer Defensive 4.11%
Communication Services 3.23%
Utilities 1.56%
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