SWANX Mutual Fund

SWANX Mutual Fund (Schwab Core Equity Fund) is managed by Charles Schwab Asset Management with $1.54B in net assets. SWANX expense ratio is 0.73%, holding 59 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1996-07-01.

SWANX performance shows a YTD return of 4.83%. The 1-year return is 12.43% and the 5-year return is 11.18%. SWANX dividend yield stands at 6.20%, paid annually.

SWANX top holdings include Nvidia Corp. (10.6%), Alphabet Inc Common Stock USD 0.001 (9.1%), Microsoft Corp (7.6%), Apple, Inc (6.9%), Broadcom Inc (5.5%). Go to all SWANX holdings, SWANX sectors, or SWANX dividends.

SWANX can be compared against other funds. Use SWANX overlap to find shared positions, or SWANX vs another fund for a side-by-side view. SWANX alternatives are available via the screener, along with tax-loss harvesting opportunities.