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Morningstar

Schwab International Opportunities SWMIX

Morningstar Analyst Rating
Analyst rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 20.25  /  0.75 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.06%
  • Turnover 81%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 1:40 AM GMT+00:00

Morningstar’s Analysis SWMIX

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

People Pillar

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

Notable changes, but potential remains.

Analyst

Summary

| by Vedran Beogradlija

Schwab International Opportunities’ recent series of changes to management, the subadvisor lineup, and its name don’t affect its prospects, and the fund retains a Morningstar Analyst Rating of Neutral.

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