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Schwab Small-Cap Equity SWSCX

Quantitative rating as of
NAV / 1-Day Return
18.63  /  1.11 %
Total Assets
533.7 Mil
Adj. Expense Ratio
1.080%
Expense Ratio
1.080%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.13%
Turnover
84%

Morningstar’s Analysis SWSCX

Will SWSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Schwab Small-Cap Equity's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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