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SWMCX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Schwab ® US Mid-Cap Index (SWMCX) Ownership - Who owns Schwab ® US Mid-Cap Index?

The investment seeks to track the performance of the Russell Midcap® Index... Show more

Category: #Mid-Cap Blend

Profile

Category
Mid-Cap Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Blend
Total Expense Ratio
0.04
Min. Initial Investment
N/A
Fund Existence
over 7 years
Turnover
13.00
Front Load
N/A
Net Assets
1789969400.00
Manager Tenure
N/A

Fundamentals

SWMCX
Net Assets
1.79B
Fund Existence
over 7 years
Turnover
13.00
Total Expense Ratio
0.04
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.04
Assets in Top Ten Holdings
77.1M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
1.79B
Fund Type
OpenEnd
Index Fund
Yes
Management Fee
0.04
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
799.00
Number of Net Holdings
799.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
6.23%
Gain YTD
-3.025
Annual Yield % from dividends
1.45
Returns for 1 year
3.61
Returns for 3 years
11.47
Returns for 5 years
114.12
Returns for 10 years
N/A
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General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com