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Schwab Total Stock Market Index SWTSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Charles Schwab Investment Hub

Morningstar’s Analysis SWTSX

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

  • People Pillar

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

Excellent total-market fund.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Schwab Total Stock Market Index offers highly efficient and well-diversified exposure to the entire US equity market while charging a rock-bottom fee, a recipe for success over the long run.

by Mo'ath Almahasneh
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