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Schwab Small Cap Index Fund® (SWSSX)

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39.08 +0.70    +1.82%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Schwab Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.83B
Schwab Small Cap Index 39.08 +0.70 +1.82%

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 Change33.88%
Prev. Close38.38
Risk Rating
TTM Yield1.36%
ROE5.44%
IssuerSchwab Funds
Turnover5%
ROA - 0.60%
Inception Date35569
Total Assets6.83B
Expenses0.04%
Min. Investment100
Market Cap2.63B
CategorySmall Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1096 978 1341 1000 1509 2157
Fund Return 9.6% -2.25% 34.14% 0.01% 8.57% 7.99%
Place in category 241 312 140 448 335 196
% in Category 41 54 23 82 68 54

Top Equity Funds by Schwab Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Schwab S&P 500 Index 108.74B 20.93 9.05 12.95
  Schwab Total Stock Market Index 26.8B 19.74 7.49 12.33
  Schwab 1000 Index 18.08B 20.33 7.95 12.56
  Schwab International Index 9.67B 6.83 2.70 5.24
  Schwab Fundamental US Large Company 9.72B 16.07 9.84 11.49

Top Funds for Small Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Index Adm 55.85B 11.56 2.46 9.08
  Fidelity Small Cap Index Instl Pre 26.87B 9.65 0.09 8.08
  Vanguard Small Cap Index I 22.74B 11.56 2.47 9.09
  DFA US Small Cap I 17.11B 9.31 4.54 8.85
  Vanguard Small Cap Index InstlPlus 11.6B 11.58 2.48 9.10

Top Holdings

Name ISIN Weight % Last Change %
  FTAI Aviation KYG3730V1059 0.52 173.71 -0.71%
  Sprouts Farmers US85208M1027 0.49 147.13 +0.85%
  Vaxcyte US92243G1085 0.48 88.54 +0.17%
  Insmed US4576693075 0.40 73.15 -0.89%
  Mueller Industries US6247561029 0.35 87.90 -4.14%

Technical Summary

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