Schwab Total Stock Market Index fund provides well-diversified, low-turnover exposure to the broad U.S. stock market. Its competitive expense ratio provides a durable competitive advantage over its peers. The fund earns a Morningstar Analyst Rating of Gold.
Will SWTSX 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 SWTSX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of SWTSX’s parent organization’s priorities and whether they’re in line with investors’ interests.