| Amount | Holding |
|---|---|
| 3.25% | JPMorgan Chase & Co |
| 3.13% | Chevron Corp |
| 2.98% | Medtronic PLC |
| 2.66% | Johnson & Johnson |
| 2.49% | Intel Corp |
| 2.46% | Exelon Corp |
| 2.37% | Allstate Corp |
| 2.19% | Roche Holding AG Dividend Right Cert. |
| 2.19% | Citigroup Inc |
| 1.86% | Portland General Electric Co |
| 1.81% | MetLife Inc |
| 1.79% | AT&T Inc |
| 1.79% | Exxon Mobil Corp |
| 1.74% | Verizon Communications Inc |
| 1.66% | Procter & Gamble Co |
| 1.65% | Aviva PLC |
| 1.59% | NRG Energy Inc |
| 1.56% | Masco Corp |
| 1.56% | McKesson Corp |
| 1.51% | HP Inc |
| 1.49% | PepsiCo Inc |
| 1.47% | Cisco Systems Inc |
| 1.42% | Australia and New Zealand Banking Group Ltd ADR |
| 1.26% | American Tower Corp |
| 1.22% | Capital One Financial Corp |
Expense Ratio Rating
6 /10
Expense Rating
1 /10
Market Score
5 /10
Category Score
8 /10
Market Size
5 /10
$SWDSX Alternatives
46%
FI Score
- swdsx
- Mutual Fund
- US Stocks
- Large Value
Schwab Dividend Equity Fundâ¢
Expenses: 0.89% (Better than 1% of similar funds)
This is a bad choice for a Large Value US Stocks fund. See why »