SWMIX Mutual Fund

SWMIX Mutual Fund (Schwab International Opportunities Fund) is managed by Charles Schwab Asset Management with $1.07B in net assets. SWMIX expense ratio is 0.85%, holding 1053 positions across sectors including Financials, Industrials, Materials. Inception date: 2004-04-02.

SWMIX performance shows a YTD return of 10.02%. The 1-year return is 21.18% and the 5-year return is 3.97%. SWMIX dividend yield stands at 5.71%, paid annually.

SWMIX top holdings include State Street Institutional US Government Money Market Fund (2.8%), Asml Holding N.V. (2.4%), Schwab Emerging Markets Equity... (2.1%), Samsung Electronics (Equity) (1.7%), Taiwan Semiconductor Manufacturing Co. Ltd. (1.6%). Go to all SWMIX holdings, SWMIX sectors, or SWMIX dividends.

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