Morningstar

Schwab International Index Fund® SWISX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Charles Schwab Investment Hub
  • NAV / 1-Day Return $31.54  /  +0.45 %
  • Fund Size $14.6B
  • Adjusted Expense Ratio 0.060%
  • Net Expense Ratio 0.060%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 3.23%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis SWISX

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

  • People Pillar

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

A cheap international stock fund.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Schwab International Equity Index represents the developed foreign market well while charging a low fee, making it a compelling option for foreign-stock investors.

by Zachary Evens
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SWISX

More SWISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.21 472M
Technology

HSBC Holdings PLC

1.57 231M
Financial Services

Roche Holding Ag Common Stock Chf.001

1.34 197M
—

Shell PLC

1.27 186M
Energy

Novartis AG Registered Shares

1.21 177M
Healthcare

Mitsubishi UFJ Financial Group Inc

1.15 168M
Financial Services

AstraZeneca PLC

1.13 166M
Healthcare

Nestle SA

1.08 159M
Consumer Defensive

Siemens AG

1.04 152M
Industrials

Msci Eafe Dec26 Ifus 20261218

1.02 149M
—

Sponsor Center