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Schwab Small Cap Index SWSSX

Analyst rating as of | See Charles Schwab Investment Hub
  • NAV / 1-Day Return 31.40  /  1.41 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.040%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.20%
  • Turnover 16%

Morningstar’s Analysis SWSSX

Will SWSSX outperform in future?

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

Diversified small-cap exposure.



Schwab Small Cap Index fund offers a well-diversified and low-turnover portfolio that is representative of the U.S. small-cap market. However, indexing this illiquid and volatile space is inherently tricky, and the fund’s index does little to mitigate turnover and the accompanying costs among its smallest holdings. The fund earns a Morningstar Analyst Rating of Bronze.

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