SWSCX Schwab Small-Cap Equity Forecast, Technical & Fundamental Analysis

Category SmallBlend

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A.I.Advisor

published Highlights

Industry description

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund.

Market Cap

The average market capitalization across the Schwab Small-Cap Equity MF is 7.84B. The market cap for tickers in the group ranges from 1.49B to 20.21B. EME holds the highest valuation in this group at 20.21B. The lowest valued company is EXTR at 1.49B.

Volume

The average weekly volume growth across all stocks in the Schwab Small-Cap Equity MF was 4%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -34%

Fundamental Analysis Ratings

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

Valuation Rating: 65

P/E Growth Rating: 58

Price Growth Rating: 52

SMR Rating: 29

Profit Risk Rating: 33

Seasonality Score: -2 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallBlend

Profile

Fundamentals

Details

	1 Day
OCMPX	17.02	0.25	+1.49%
Lazard International Quality Gr Open
RLIEX	16.71	0.17	+1.03%
Lazard International Equity R6
PEQCX	35.51	0.25	+0.71%
Putnam Large Cap Value C
FRESX	38.82	N/A	N/A
Fidelity Real Estate Investment Port
CAXAX	17.51	N/A	N/A
Catalyst/MAP Global Equity A

SWSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWSCX has been closely correlated with FTHFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWSCX jumps, then FTHFX could also see price increases.

Ticker / NAME	Correlation To SWSCX	1D Price Change %
SWSCX	100%	N/A
FTHFX - SWSCX	95% Closely correlated	N/A
FSSNX - SWSCX	85% Closely correlated	N/A
VSCPX - SWSCX	84% Closely correlated	N/A
VSMAX - SWSCX	84% Closely correlated	N/A
VSCIX - SWSCX	84% Closely correlated	N/A
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