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ETF Specialist

An Inexpensive Gold-Rated Mid-Cap Fund

Schwab US Mid-Cap ETF accurately represents the U.S. mid-cap equity market and is among the cheapest available.

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We recently upgraded  Schwab US Mid-Cap ETF (SCHM) to a Morningstar Analyst Rating of Gold from Silver. This is a market-cap-weighted fund that accurately reflects the U.S. mid-cap stock market. Its efficient index construction, well-diversified portfolio, and low fee should continue to provide an edge over its peers, supporting a Gold rating.

Since its inception in January 2011, the fund has tracked the Dow Jones Total Stock Market Mid-Cap Index, a broadly diversified index that accurately represents the U.S. mid-cap market. The index holds the next 500 largest stocks by market capitalization after the largest 600 are assigned to the large-cap segment of the Dow Jones Total Stock Market Index.

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Adam McCullough does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.