SWHEX : Schwab Hedged Equity Fund™

SWHEX is a Alternatives Market Short with MODERATE fees.

SWHEX

Schwab Hedged Equity Fund™

FI Score

36 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

Different Funds

We found 11,006 Alternatives Short funds. Here they are ordered by FI Score.

Compare SWHEX vs CAACX

25% FI Score
  • caacx
  • Mutual Fund
  • Allocation
  • All-In-One

Calvert Growth Allocation Fund Class C

Expenses: 1.18% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare SWHEX vs ARCNX

25% FI Score
  • arcnx
  • Mutual Fund
  • Commodities
  • Broad

AQR Risk-Balanced Commodities Strategy Fund Class N

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Broad Commodities fund. See why »

Compare SWHEX vs ATDAX

25% FI Score
  • atdax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Invesco Endeavor Fund Class A

Expenses: 1.37% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Compare SWHEX vs ATMAX

25% FI Score
  • atmax
  • Mutual Fund
  • Bond
  • High Yield Bond

PIMCO Strategic Bond Fund Class A

Expenses: 0.92% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare SWHEX vs AZSAX

25% FI Score
  • azsax
  • Mutual Fund
  • US Stocks
  • Small Blend

American Beacon Zebra Small Cap Equity Fund A Class

Expenses: 1.29% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Compare SWHEX vs BAEDX

25% FI Score
  • baedx
  • Mutual Fund
  • Bond
  • High Yield Bond

BlackRock Emerging Markets Flexible Dynamic Bond Portfolio Investor A Shares

Expenses: 0.93% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare SWHEX vs LPERX

25% FI Score
  • lperx
  • Mutual Fund
  • Allocation
  • Total World

ALPS/Red Rocks Global Opportunity Fund Class R

Expenses: 1.61% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare SWHEX vs IEVIX

25% FI Score
  • ievix
  • Mutual Fund
  • International Stocks
  • Large Value

Lazard International Equity Value Portfolio Institutional Shares

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Large Value International Stocks fund. See why »

Compare SWHEX vs GPGAX

25% FI Score
  • gpgax
  • Mutual Fund
  • Bond
  • Government Bond

BNY Mellon U.S. Mortgage Fund Class A

Expenses: 1.06% (Better than 0% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

Compare SWHEX vs BGVAX

25% FI Score
  • bgvax
  • Mutual Fund
  • Bond
  • Government Bond

Sterling Capital Intermediate U.S. Government Fund Class A

Expenses: 0.81% (Better than 0% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

Compare SWHEX vs PNGAX

25% FI Score
  • pngax
  • Mutual Fund
  • International Stocks
  • Large Value

Putnam International Value Fund Class A

Expenses: 1.33% (Better than 0% of similar funds)

This is a bad choice for a Large Value International Stocks fund. See why »

Compare SWHEX vs BMPAX

25% FI Score
  • bmpax
  • Mutual Fund
  • Bond
  • Total US Bond Market

BlackRock US Mortgage Portfolio Investor A Shares

Expenses: 1.69% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond fund. See why »

Compare SWHEX vs PDEZX

25% FI Score
  • pdezx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

PGIM Jennison Emerging Markets Equity Opportunities Fund- Class Z

Expenses: 1.20% (Better than 1% of similar funds)

This is a bad choice for a Emerging Markets International Stocks fund. See why »

Compare SWHEX vs BUFHX

25% FI Score
  • bufhx
  • Mutual Fund
  • Bond
  • High Yield Bond

Buffalo High Yield Fund

Expenses: 1.02% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare SWHEX vs CAGEX

25% FI Score
  • cagex
  • Mutual Fund
  • Allocation
  • Total World

Calamos Global Equity Fund Class A

Expenses: 1.40% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare SWHEX vs RAYLX

25% FI Score
  • raylx
  • Mutual Fund
  • Allocation
  • Total World

Conductor Global Equity Value Fund Class Y

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare SWHEX vs CFWCX

25% FI Score
  • cfwcx
  • Mutual Fund
  • Sector Equity
  • Industrials

Calvert Global Water Fund Class C

Expenses: 2.01% (Better than 0% of similar funds)

This is a bad choice for a Industrials Sector Equity fund. See why »

Compare SWHEX vs PGSAX

25% FI Score
  • pgsax
  • Mutual Fund
  • Bond
  • High Yield Bond

PIMCO Global Advantage Strategy Bond Fund Class A

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why »

Compare SWHEX vs CHAIX

25% FI Score
  • chaix
  • Mutual Fund
  • US Stocks
  • Large Growth

Chase Growth Fund Class Institutional

Expenses: 1.15% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Compare SWHEX vs CHNAX

25% FI Score
  • chnax
  • Mutual Fund
  • International Stocks
  • China Stock

Clough China Fund Class Investor

Expenses: 1.95% (Better than 0% of similar funds)

This is a bad choice for a China Stock International Stocks fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2025   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo