Morningstar

Schwab Small-Cap Equity Fund™ SWSCX

Morningstar Medalist Rating
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Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $24.23  /  −1.86 %
  • Fund Size $617.6M
  • Adjusted Expense Ratio 1.090%
  • Net Expense Ratio 0.000%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.12%
  • Turnover Ratio 108%
NAV and 1-Day Return as of

Morningstar’s Analysis SWSCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Schwab Small-Cap Equity holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SWSCX

More SWSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

1.91 13M
Industrials

Associated Banc-Corp

1.54 11M
Financial Services

Credo Technology Group Holding Ltd

1.39 9M
Technology

Axos Financial Inc

1.33 9M
Financial Services

Enova International Inc

1.30 9M
Financial Services

International Bancshares Corp

1.09 7M
Financial Services

Xenia Hotels & Resorts Inc

1.04 7M
Real Estate

EnerSys

1.03 7M
Industrials

Bread Financial Holdings Inc

1.02 7M
Financial Services

Outfront Media Inc

1.02 7M
Real Estate

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