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Schwab Core Equity SWANX

Medalist Rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 21.48  /  +0.09 %
  • 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 Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.92%
  • Turnover 14%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 12:12 AM GMT+0

Morningstar’s Analysis SWANX

Will SWANX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Schwab Core Equity to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings SWANX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 45.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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