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Schwab Core Equity SWANX

Quantitative rating as of
NAV / 1-Day Return
19.92  /  0.66 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.730%
Expense Ratio
0.730%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.97%
Turnover
86%

Morningstar’s Analysis SWANX

Will SWANX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Schwab Core Equity to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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