SWANX Mutual Fund

SWANX Mutual Fund (Schwab Core Equity Fund) is managed by Charles Schwab Asset Management with $1.48B in net assets. SWANX expense ratio is 0.73%, holding 64 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1996-07-01.

SWANX performance shows a YTD return of 7.16%. The 1-year return is 13.65% and the 5-year return is 11.07%. SWANX dividend yield stands at 6.07%, paid annually.

SWANX top holdings include Nvidia Corp (10.5%), Microsoft Corp (8.9%), Alphabet Inc,class A (8.4%), Apple, Inc (7.9%), Broadcom Inc (5.3%). 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.