SWSSX Mutual Fund (Schwab Small-Cap Index Fund) is managed by Charles Schwab Asset Management with $7.60B in net assets. SWSSX expense ratio is 0.04%, holding 1950 positions across sectors including Financials, Industrials, Health Care. Inception date: 1997-05-19.

SWSSX performance shows a YTD return of 21.30%. The 1-year return is 40.84% and the 5-year return is 7.04%. SWSSX dividend yield stands at 1.05%, paid annually.

SWSSX top holdings include State Street Institutional US Government Money Market Fund (1.1%), Bloom Energy Corporation Com Cl A (1.1%), Credo Technology Group Holding Ltd (0.6%), Fabrinet (0.6%), Kratos Defense & Security Solutions Inc (0.6%). View all SWSSX holdings, sector breakdown, or dividend history.

SWSSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWSSX alternatives are available via the screener, along with tax-loss harvesting opportunities.