Schwab Small Cap Index is one of the cheapest small-cap funds available, but there are better index alternatives. It earns a Morningstar Analyst Rating of Bronze.
Will SWSSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWSSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SWSSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SWSSX’s parent organization’s priorities and whether they’re in line with investors’ interests.