SWDSX Schwab Dividend Equity Forecast, Technical & Fundamental Analysis

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).

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.

The average market capitalization across the Schwab Dividend Equity MF is 619.71B. 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.

The average weekly volume growth across all stocks in the Schwab Dividend Equity MF was 9%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was -27%