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SWSSX Schwab Small Cap Index Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to track the performance of the Russell 2000® 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 17.72B. The market cap for tickers in the group ranges from 8.52B to 59.14B. SMCI holds the highest valuation in this group at 59.14B. The lowest valued company is FN at 8.52B.

Volume

The average weekly volume growth across all stocks in the Schwab Small Cap Index MF was 27%. For the same stocks of the MF, the average monthly volume growth was 62% and the average quarterly volume growth was 51%

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: 56
SMR Rating: 53
Profit Risk Rating: 32
Seasonality Score: 9 (-100 ... +100)
View a ticker or compare two or three
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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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
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SNOCX32.22-0.10
-0.31%
Easterly Snow Long/Short Opportunity C
GSCIX40.86-0.48
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abrdn US Small Cap Equity Inst
SPIDX63.46-0.84
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Invesco S&P 500 Index Y
MRIGX36.36-0.69
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Meridian Growth Investor
FMCMX44.89-0.90
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American Funds AMCAP 529-F-3

SWSSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWSSX has been closely correlated with FSSNX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWSSX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWSSX
1D Price
Change %
SWSSX100%
-1.40%
FSSNX - SWSSX
100%
Closely correlated
-1.40%
VSCPX - SWSSX
98%
Closely correlated
-1.07%
VSCIX - SWSSX
98%
Closely correlated
-1.07%
VSMAX - SWSSX
98%
Closely correlated
-1.06%
FTHFX - SWSSX
95%
Closely correlated
-0.98%
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