SWSSX Mutual Fund

SWSSX Mutual Fund (Schwab Small-Cap Index Fund) is managed by Charles Schwab Asset Management with $7.68B in net assets. SWSSX expense ratio is 0.04%, holding 1925 positions across sectors including Industrials, Information Technology, Financials. Inception date: 1997-05-19.

SWSSX performance shows a YTD return of 18.88%. The 1-year return is 34.27% and the 5-year return is 7.17%. SWSSX dividend yield stands at 1.08%, paid annually.

SWSSX top holdings include Cfd Bloom Energy Corp- A (1.9%), State Street Institutional US Government Money Market Fund (1.4%), Credo Technology Group Holding Shares (0.8%), Fabrinet (0.8%), Coeur Mining Inc (0.6%). Go to all SWSSX holdings, SWSSX sectors, or SWSSX dividends.

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