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SWSCX
Mutual Fund ticker: NASDAQ
AS OF
Sep 16 closing price
Price
$21.30
Change
-$0.07 (-0.33%)
Net Assets
643.58M

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

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

Category: #Small Blend
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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 9.45B. The market cap for tickers in the group ranges from 2.08B to 28.15B. EME holds the highest valuation in this group at 28.15B. The lowest valued company is ATKR at 2.08B.

Volume

The average weekly volume growth across all stocks in the Schwab Small-Cap Equity MF was -15%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -4%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 42
Price Growth Rating: 46
SMR Rating: 37
Profit Risk Rating: 32
Seasonality Score: -7 (-100 ... +100)
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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
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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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWSCX
1D Price
Change %
SWSCX100%
N/A
FTHFX - SWSCX
95%
Closely correlated
N/A
FSSNX - SWSCX
87%
Closely correlated
N/A
NAESX - SWSCX
86%
Closely correlated
N/A
VSCPX - SWSCX
86%
Closely correlated
N/A
VSMAX - SWSCX
86%
Closely correlated
N/A
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