SWDSX Mutual Fund

SWDSX Mutual Fund (Schwab Dividend Equity Fund) is managed by Charles Schwab Asset Management with $679.5M in net assets. SWDSX expense ratio is 0.89%, holding 64 positions across sectors including Information Technology, Health Care. Inception date: 2003-09-02.

SWDSX performance shows a YTD return of 11.17%. The 1-year return is 19.60% and the 5-year return is 10.54%. SWDSX dividend yield stands at 3.13%, paid quarterly.

SWDSX top holdings include Microsoft Corp (2.3%), Bank Of America Corp. (1.8%), Allstate Corp. (1.4%), Texas Instrument Inc (1.3%), United Technologies Corp. (1.2%). Go to all SWDSX holdings, SWDSX sectors, or SWDSX dividends.

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