SWDSX Mutual Fund
SWDSX Mutual Fund
NAV$20.33
AUM$679M
TER0.89%
Holdings64
SWDSX Mutual Fund
NAV$20.33
Schwab Dividend Equity Fund
AUM$679M
TER0.89%
Holdings64
SWDSX Mutual Fund Geographic Allocation
SWDSX geographic allocation spans US (9.8%), Mexico (1.2%), Ireland (1.1%), Netherlands (0.3%). The fund covers 3 regions.
SWDSX country exposure helps investors assess international diversification and geopolitical risk. SWDSX sectors alongside geography give a fuller picture of portfolio allocation.