SWDSX Mutual Fund

SWDSX Mutual Fund (Schwab Dividend Equity Fund) is managed by Charles Schwab Asset Management with $665.7M in net assets. SWDSX expense ratio is 0.89%, holding 64 positions across sectors including Financials, Information Technology, Consumer Staples. 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 10.18%. SWDSX dividend yield stands at 3.12%, paid quarterly.

SWDSX top holdings include Morgan Stanley (4.3%), Jpmorgan Chase (3.8%), Broadcom Inc (3.5%), Walmart, Inc. (3.3%), Exxon Mobil Corp. (3.2%). 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.