Morningstar

Schwab ® U.S. Mid-Cap Index Fund SWMCX

Morningstar Medalist Rating
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Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $16.52  /  +0.06 %
  • Fund Size $2.8B
  • Adjusted Expense Ratio 0.040%
  • Net Expense Ratio 0.040%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.25%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis SWMCX

Will SWMCX 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 SWMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWMCX 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 SWMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab ® US Mid-Cap Index holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SWMCX

More SWMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

0.79 23M
Technology

Marathon Petroleum Corp

0.78 22M
Energy

Phillips 66

0.71 20M
Energy

Cloudflare Inc

0.69 20M
Technology

Robinhood Markets Inc Class A

0.57 16M
Financial Services

Datadog Inc Class A

0.56 16M
Technology

Hewlett Packard Enterprise Co

0.49 14M
Technology

Warner Bros. Discovery Inc Ordinary Shares - Class A

0.49 14M
Communication Services

Simon Property Group Inc

0.48 14M
Real Estate

Royal Caribbean Group

0.48 14M
Consumer Cyclical

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