SWANX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Schwab Core Equity (SWANX) Ownership - Who owns Schwab Core Equity?

The investment seeks long-term capital growth... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SWANX

Net Assets

1.36B

Fund Existence

almost 29 years

Turnover

30.00

Total Expense Ratio

0.73

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.73

Assets in Top Ten Holdings

596M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.36B

Fund Type

OpenEnd

Index Fund

Management Fee

0.47

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

53.00

Number of Net Holdings

53.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

51.29%

Gain YTD

-5.448

Annual Yield % from dividends

0.49

Returns for 1 year

0.90

Returns for 3 years

-1.03

Returns for 5 years

31.25

Returns for 10 years

0.59

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General Information

Category LargeBlend

Profile

Fundamentals

Details