SWSCX Mutual Fund

SWSCX Mutual Fund (Schwab Small-Cap Equity Fund) is managed by Charles Schwab Asset Management with $659.1M in net assets. SWSCX expense ratio is 1.09%, holding 349 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2003-07-01.

SWSCX performance shows a YTD return of 23.32%. The 1-year return is 43.07% and the 5-year return is 11.48%. SWSCX dividend yield stands at 6.87%, paid annually.

SWSCX top holdings include Bloom Energy Corporation Com Cl A (1.9%), Associated Banc-Corp (1.5%), Credo Techhnology Group (1.4%), Axos Financial, Inc. (1.3%), Enova International Inc (1.3%). Go to all SWSCX holdings, SWSCX sectors, or SWSCX dividends.

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