Schwab ® US Mid-Cap Index holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Schwab ® U.S. Mid-Cap Index Fund SWMCX
- NAV / 1-Day Return 16.15 / +2.22 %
- Total Assets 2.7B
-
Adj. Expense Ratio
0.040%
- Expense Ratio 0.040%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.25%
- Turnover 11%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:31 AM GMT+0
Morningstar’s Analysis SWMCX
Will SWMCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the SWMCX 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 SWMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SanDisk Corp Ordinary Shares | 1.15 | 30M | Technology |
Western Digital Corp | 1.09 | 28M | Technology |
Corning Inc | 0.94 | 25M | Technology |
Vertiv Holdings Co Class A | 0.92 | 24M | Industrials |
Quanta Services Inc | 0.79 | 21M | Industrials |
Howmet Aerospace Inc | 0.72 | 19M | Industrials |
Bank of New York Mellon Corp | 0.68 | 18M | Financial Services |
Cummins Inc | 0.68 | 18M | Industrials |
Valero Energy Corp | 0.56 | 15M | Energy |
Monolithic Power Systems Inc | 0.55 | 14M | Technology |
United States