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SWSCX
Mutual Fund ticker: NASDAQ
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Schwab Small-Cap Equity (SWSCX) Ownership - Who owns Schwab Small-Cap Equity?

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

Category: #Small Blend

Profile

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

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
1.08
Min. Initial Investment
N/A
Fund Existence
about 22 years
Turnover
106.00
Front Load
N/A
Net Assets
612990200.00
Manager Tenure
N/A

Fundamentals

SWSCX
Net Assets
613M
Fund Existence
about 22 years
Turnover
106.00
Total Expense Ratio
1.08
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.08
Assets in Top Ten Holdings
76.9M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
613M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.81
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
344.00
Number of Net Holdings
344.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
13.93%
Gain YTD
3.191
Annual Yield % from dividends
0.24
Returns for 1 year
-8.49
Returns for 3 years
4.21
Returns for 5 years
30.82
Returns for 10 years
1.61
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category SmallBlend

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