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SWDSX
Mutual Fund ticker: NASDAQ
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SWDSX price forecast, quote, news & analysis

Category: @Large Value
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Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Chevron Corp (NYSE:CVX), Coca-Cola Company (NYSE:KO), Cisco Systems (NASDAQ:CSCO), Morgan Stanley (NYSE:MS), Lockheed Martin Corp (NYSE:LMT).

Industry description

The investment seeks current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in dividend paying common and preferred stocks. It primarily invests in U.S. companies, but may invest up to 20% of its net assets in the stocks of publicly traded companies located in countries other than the United States. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets.

Market Cap

The average market capitalization across the Schwab Dividend Equity MF is 616.91B. The market cap for tickers in the group ranges from 124.17B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BLK at 124.17B.

Volume

The average weekly volume growth across all stocks in the Schwab Dividend Equity MF was -28%. For the same stocks of the MF, the average monthly volume growth was 51% and the average quarterly volume growth was 24%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 68
P/E Growth Rating: 37
Price Growth Rating: 34
SMR Rating: 38
Profit Risk Rating: 18
Seasonality Score: 29 (-100 ... +100)
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General Information

Category LargeValue

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