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Morningstar

Schwab International Index SWISX

Morningstar Medalist Rating
Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 23.26  /  −0.13 %
  • Total Assets 9.3 Bil
  • Adj. Expense Ratio
    0.060%
  • Expense Ratio 0.060%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.13%
  • Turnover 13%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:05 AM GMT+0

Morningstar’s Analysis SWISX

Will SWISX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWISX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWISX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SWISX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A cheap international stock fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Schwab International Index is a market-cap-weighted portfolio of large- and mid-cap stocks in the developed international market. Its miniscule fee and category-representative portfolio make it a compelling option.

by Zachary Evens
Rated on Published on

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Portfolio Holdings SWISX

More SWISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.43 231.8 Mil
Healthcare

ASML Holding NV

2.27 216.4 Mil
Technology

Nestle SA

1.65 157.2 Mil
Consumer Defensive

Toyota Motor Corp

1.56 148.4 Mil
Consumer Cyclical

Lvmh Moet Hennessy Louis Vuitton SE

1.44 137.6 Mil
Consumer Cyclical

Shell PLC

1.25 119.4 Mil
Energy

AstraZeneca PLC

1.21 115.3 Mil
Healthcare

SAP SE

1.18 112.6 Mil
Technology

Novartis AG Registered Shares

1.15 109.9 Mil
Healthcare

Msci Eafe Jun24 Ifus 20240621

1.15 109.5 Mil
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