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Schwab Small Cap Index SWSSX

Analyst rating as of
NAV / 1-Day Return
39.17  /  0.23 %
Total Assets
6.2 Bil
Adj. Expense Ratio
0.040%
Expense Ratio
0.040%
Fee Level
Low
Longest Manager Tenure
8.13 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.98%
Turnover
21%
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Morningstar’s Analysis

Will SWSSX outperform in future?

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

This is a solid offering, but there are better alternatives.

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Summary

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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.

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