SWANX Mutual Fund

SWANX Mutual Fund (Schwab Core Equity Fund) is managed by Charles Schwab Asset Management with $1.45B 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 2.33%. The 1-year return is 18.12% and the 5-year return is 11.15%. SWANX dividend yield stands at 6.35%, paid annually.

SWANX top holdings include Nvidia Corp (10.6%), 'alphabet Inc., Class 'a'' (9.1%), Microsoft Corp 4.100 Feb 06 37 (7.6%), Apple Inc (6.9%), Broadcom Inc (5.5%). View all SWANX holdings, sector breakdown, or dividend history.

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