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Schwab Small Cap Index Fund® (SWSSX)

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35.85 +0.22    +0.62%
01/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.33B
Schwab Small Cap Index 35.85 +0.22 +0.62%

Schwab Small Cap Index Fund® Overview

 
Find basic information about the Schwab Small Cap Index Fund® mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SWSSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8085098486)
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Rating
1-Year Change27.98%
Prev. Close35.63
Risk Rating
TTM Yield1.34%
ROE5.53%
IssuerSchwab Funds
Turnover5%
ROA - 0.41%
Inception Date35569
Total Assets6.33B
Expenses0.04%
Min. Investment100
Market Cap2.66B
CategorySmall Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1112 1093 1269 1058 1571 2333
Fund Return 11.23% 9.31% 26.87% 1.91% 9.46% 8.84%
Place in category 267 204 175 458 333 190
% in Category 44 36 30 82 68 51

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab S&P 500 Index 104.15B 22.04 11.88 13.32
  Schwab Total Stock Market Index 25.67B 20.60 10.11 12.72
  Schwab 1000 Index 17.36B 21.19 10.66 12.91
  Schwab International Index 9.86B 13.08 5.73 5.77
  Schwab Fundamental US Large Company 9.38B 17.55 12.20 11.86

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 56.48B 12.37 4.36 9.64
  Fidelity Small Cap Index Instl Pre 26.87B 11.21 1.97 8.93
  Vanguard Small Cap Index I 23.18B 12.37 4.37 9.65
  DFA US Small Cap I 16.29B 10.92 6.62 9.64
  Vanguard Small Cap Index InstlPlus 11.41B 12.38 4.38 9.66

Top Holdings

Name ISIN Weight % Last Change %
  Vaxcyte US92243G1085 0.51 107.29 +0.88%
  FTAI Aviation KYG3730V1059 0.50 142.46 +5.97%
  Insmed US4576693075 0.43 68.32 +1.55%
  Sprouts Farmers US85208M1027 0.41 130.21 +1.39%
E-Mini Russ 2000 Dec24 Xcme 20241220 - 0.37 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Strong Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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