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SWSSX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
5.87B

SWSSX Price Prediction, Schwab Small Cap Index AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

A.I.Advisor
published Highlights

Industry description

The investment seeks to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. The fund normally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.

Market Cap

The average market capitalization across the Schwab Small Cap Index MF is 8.01B. The market cap for tickers in the group ranges from 6.05B to 48.1B. SMCI holds the highest valuation in this group at 48.1B. The lowest valued company is RMBS at 6.05B.

Volume

The average weekly volume growth across all stocks in the Schwab Small Cap Index MF was 2%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

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

Valuation Rating: 72
P/E Growth Rating: 52
Price Growth Rating: 49
SMR Rating: 56
Profit Risk Rating: 42
Seasonality Score: -53 (-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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SWSSX and

Correlation & Price change

A.I.dvisor tells us that SWSSX and VSMAX have been poorly correlated (+21% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SWSSX and VSMAX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWSSX
1D Price
Change %
SWSSX100%
N/A
VSMAX - SWSSX
21%
Poorly correlated
+0.14%
VSCPX - SWSSX
21%
Poorly correlated
+0.14%
VSCIX - SWSSX
21%
Poorly correlated
+0.14%
NAESX - SWSSX
20%
Poorly correlated
+0.14%
FSSNX - SWSSX
13%
Poorly correlated
+0.64%