Morningstar

Schwab ® U.S. Mid-Cap Index Fund SWMCX

Medalist Rating as of Aug 31, 2026 See Charles Schwab Investment Hub

Strategy

The investment seeks to track the performance of the Russell Midcap® Index. that measures the total return of mid capitalization U.S. stocks. To pursue its goal, the fund generally invests in securities that are included in the Russell Midcap® Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. The Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity universe.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SWMCX	Schwab ® U.S. Mid-Cap Index Fund	No Load	Open			Dec 20, 2017	$2.82B	0.040%	Low	$0	$276.94M

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