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Schwab Small-cap Equity Fund™ (SWSCX)

US Funds

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18.45 +0.62 +3.48%

12/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 564.07M

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Equity

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SWSCX Overview

Find basic information about the Schwab Small-cap Equity 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 SWSCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 14.2%

Prev. Close17.83

Risk Rating

TTM Yield0.26%

ROE14.25%

IssuerSchwab Funds

Turnover106%

ROA4.36%

Inception Date37803

Total Assets564.07M

Expenses1.08%

Min. Investment100

Market Cap2.8B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	887	856	991	1150	1871	1858
Fund Return	-11.27%	-14.44%	-0.86%	4.77%	13.35%	6.39%
Place in category	356	438	348	198	118	216
% in Category	56	71	59	35	24	56

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	106.75B	-4.93	12.14	12.27
Schwab Total Stock Market Index	26.12B	-5.53	11.30	11.56
Schwab 1000 Index	17.14B	-5.16	11.75	11.84
Schwab International Index	11.07B	12.38	10.59	5.57
Schwab Fundamental US Large Company	9.27B	-3.09	9.63	10.83

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	51.76B	-9.67	5.12	7.67
Fidelity Small Cap Index Instl Pre	23.69B	-11.52	3.43	6.47
Vanguard Small Cap Index I	20.63B	-9.67	5.13	7.68
DFA US Small Cap I	15.21B	-10.39	5.33	7.43
Vanguard Small Cap Index InstlPlus	11.53B	-9.67	5.14	7.69

Top Holdings

Name	ISIN	Weight %	Last	Change %
E-Mini Russ 2000 Jun25 Xcme 20250620	-	2.77	-	-
Badger Meter	US0565251081	1.14	235.45	+1.98%
Hancock Whitney	US4101201097	1.14	57.58	+5.30%
Jackson Financial	US46817M1071	1.07	87.16	+3.26%
Sprouts Farmers	US85208M1027	1.07	156.99	-2.95%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Schwab Small-Cap .	18.45	+0.62	+3.48%