SWSSX Mutual Fund

SWSSX Mutual Fund (Schwab Small-Cap Index Fund) is managed by Charles Schwab Asset Management with $7.21B in net assets. SWSSX expense ratio is 0.04%, holding 1925 positions across sectors including Health Care, Financials, Information Technology. Inception date: 1997-05-19.

SWSSX performance shows a YTD return of 12.55%. The 1-year return is 16.24% and the 5-year return is 6.91%. SWSSX dividend yield stands at 1.13%.

SWSSX top holdings include Jfrog Ltd (0.3%), Moog Inccommon Stock (0.3%), Glaukos Corp. (0.3%), Umb Financial Corp. (0.3%), Brinker Intl Inc (0.3%). 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.