Morningstar

Schwab International Index Fund® SWISX

Morningstar Medalist Rating
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Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $31.36  /  −0.51 %
  • Fund Size $14.5B
  • Adjusted Expense Ratio 0.060%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.23%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis SWISX

Will SWISX outperform in the 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.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

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

by Brendan McCann
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Portfolio Holdings SWISX

More SWISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

2.95 445M
Technology

HSBC Holdings PLC

1.58 238M
Financial Services

Roche Holding Ag Common Stock Chf.001

1.37 207M
—

Novartis AG Registered Shares

1.25 188M
Healthcare

Shell PLC

1.14 172M
Energy

Nestle SA

1.12 169M
Consumer Defensive

AstraZeneca PLC

1.09 165M
Healthcare

Mitsubishi UFJ Financial Group Inc

1.09 165M
Financial Services

Siemens AG

1.07 162M
Industrials

BHP Group Ltd

1.07 162M
Basic Materials

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