SWMCX Mutual Fund

SWMCX Mutual Fund (Schwab US Mid-Cap Index Fund) is managed by Charles Schwab Asset Management with $2.92B in net assets. SWMCX expense ratio is 0.04%, holding 794 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2017-12-20.

SWMCX performance shows a YTD return of 14.52%. The 1-year return is 19.47% and the 5-year return is 8.31%. SWMCX dividend yield stands at 1.86%, paid annually.

SWMCX top holdings include Sandisk Corp/De (1.2%), Western Digital Corp Company Guar 11/28 3 (1.1%), Corning Inc. (0.9%), Vertiv Holding Corp (0.9%), Quanta (0.8%). Go to all SWMCX holdings, SWMCX sectors, or SWMCX dividends.

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