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SWSSX
Mutual Fund ticker: NASDAQ
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Schwab Small Cap Index (SWSSX) Ownership - Who owns Schwab Small Cap Index?

The investment seeks to track the performance of the Russell 2000® Index that measures the total return of small capitalization U... 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
0.04
Min. Initial Investment
N/A
Fund Existence
almost 28 years
Turnover
15.00
Front Load
N/A
Net Assets
5333662700.00
Manager Tenure
N/A

Fundamentals

SWSSX
Net Assets
5.33B
Fund Existence
almost 28 years
Turnover
15.00
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
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.04
Assets in Top Ten Holdings
291M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
5.33B
Fund Type
OpenEnd
Index Fund
Yes
Management Fee
0.04
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
1963.00
Number of Net Holdings
1963.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
3.96%
Gain YTD
-17.754
Annual Yield % from dividends
1.83
Returns for 1 year
-9.77
Returns for 3 years
-7.39
Returns for 5 years
67.25
Returns for 10 years
13.93
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General Information

Category SmallBlend

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