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Schwab Dividend Equity SWDSX

Quantitative rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 13.95  /  0.29 %
  • Total Assets 532.5 Mil
  • Adj. Expense Ratio
    0.890%
  • 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.

Summary

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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.

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