SWSCX Mutual Fund

SWSCX Mutual Fund (Schwab Small-Cap Equity Fund) is managed by Charles Schwab Asset Management with $629.2M in net assets. SWSCX expense ratio is 1.09%, holding 408 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2003-07-01.

SWSCX performance shows a YTD return of 22.98%. The 1-year return is 31.39% and the 5-year return is 10.76%. SWSCX dividend yield stands at 6.89%, paid annually.

SWSCX top holdings include Axos Financial Inc (1.4%), Associated Banc-Corp (1.4%), International Bancshares Corp (1.1%), Xenia Hotels & Resorts Inc (1.1%), Bread Financial Holdings, Inc. (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.