SWSCX Mutual Fund

SWSCX Mutual Fund (Schwab Small-Cap Equity Fund) is managed by Charles Schwab Asset Management with $681.3M in net assets. SWSCX expense ratio is 1.09%, holding 339 positions across sectors including Financials, Industrials, Health Care. 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 Axos Financial Inc_None_0 (1.3%), Enova International Inc (1.2%), Diamondrock Hospitality Co (1.1%), Bloom Energy Corporation Com Cl A (1.1%), Jackson Financial Inc USD (1.1%). 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.