The combination of an Average People Pillar rating and a Low Process Pillar rating limit Schwab Dividend Equity to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 13.95 / 0.29 %
- Total Assets 532.5 Mil
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Adj. Expense Ratio
- Expense Ratio 0.890%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 2.14%
- Turnover 27%
Morningstar’s Analysis SWDSX
Will SWDSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.