SWISX Mutual Fund

SWISX Mutual Fund (Schwab International Index Fund) is managed by Charles Schwab Asset Management with $15.26B in net assets. SWISX expense ratio is 0.06%, holding 697 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1997-05-19.

SWISX performance shows a YTD return of 11.84%. The 1-year return is 25.26% and the 5-year return is 9.34%. SWISX dividend yield stands at 3.17%, paid annually.

SWISX top holdings include Asml Holding N.V. (2.6%), Roche Holding Ag (1.5%), Hsbc Securities Inc (1.4%), AstraZeneca PLC (1.3%), Novartis Ag Ordinary Shares (1.3%). Go to all SWISX holdings, SWISX sectors, or SWISX dividends.

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