SWMCX Mutual Fund

SWMCX Mutual Fund (Schwab US Mid-Cap Index Fund) is managed by Charles Schwab Asset Management with $2.83B in net assets. SWMCX expense ratio is 0.04%, holding 794 positions across sectors including Information Technology, Industrials, 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 8.17%. SWMCX dividend yield stands at 1.82%, paid annually.

SWMCX top holdings include Snowflake Inc (0.7%), Marathon Petroleum Corp (0.7%), Datadog Inc (0.6%), Cloudflare Inc (180 Day Lockup) (0.6%), Phillips 66 (0.6%). 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.