SWDSX Mutual Fund

SWDSX Mutual Fund (Schwab Dividend Equity Fund) is managed by Charles Schwab Asset Management with $641.4M in net assets. SWDSX expense ratio is 0.89%, holding 65 positions across sectors including Information Technology, Financials, Consumer Staples. Inception date: 2003-09-02.

SWDSX performance shows a YTD return of 11.62%. The 1-year return is 16.49% and the 5-year return is 10.10%. SWDSX dividend yield stands at 3.12%, paid quarterly.

SWDSX top holdings include Jpmorgan Chase (4.0%), Morgan Stanley (3.6%), Broadcom Inc (3.5%), Exxonmobil Holdings Corp Common Stock Usd (3.5%), Microsoft Corp (3.3%). 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.