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 SFVAX

25% FI Score
  • sfvax
  • Mutual Fund
  • US Stocks
  • Large Value

AIG Strategic Value Fund Class A

Expenses: 1.45% (Better than 0% of similar funds)

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

Compare SWHEX vs POCEX

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

Pacific Funds Portfolio Optimization Aggressive-Growth Fund Class C

Expenses: 1.35% (Better than 0% of similar funds)

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

Compare SWHEX vs SASCX

25% FI Score
  • sascx
  • Mutual Fund
  • US Stocks
  • Small Growth

AIG Small-Cap Fund Class C

Expenses: 1.16% (Better than 1% of similar funds)

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

Compare SWHEX vs FJSIX

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

Nuveen High Income Bond Fund Class A

Expenses: 1.00% (Better than 0% of similar funds)

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

Compare SWHEX vs VFPIX

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

Private Capital Management Value Fund Class I

Expenses: 1.10% (Better than 1% of similar funds)

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

Compare SWHEX vs TFSAX

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

American Beacon TwentyFour Strategic Income Fund A Class

Expenses: 1.12% (Better than 0% of similar funds)

This is a bad choice for a Total US Bond Market Bond 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 UGE

25% FI Score
  • uge
  • ETF
  • Alternative
  • Leveraged Equities

ProShares Ultra Consumer Goods

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

This is a bad choice for a Leveraged Equities Alternative fund. See why »

Compare SWHEX vs JUCTX

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

Janus Henderson Absolute Return Income Opportunities Fund - T 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 TLEVX

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

AMG GW&K Emerging Markets Equity Fund - Class N

Expenses: 1.30% (Better than 0% of similar funds)

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

Compare SWHEX vs PMOAX

25% FI Score
  • pmoax
  • Mutual Fund
  • Bond
  • Municipal Bond

Principal Opportunistic Municipal Fund Class A

Expenses: 0.98% (Better than 0% of similar funds)

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

Compare SWHEX vs PINOX

25% FI Score
  • pinox
  • Mutual Fund
  • International Stocks
  • Large Growth

Putnam International Growth Fund Class A

Expenses: 1.50% (Better than 0% of similar funds)

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

Compare SWHEX vs TSMDX

25% FI Score
  • tsmdx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Trillium ESG Small/Mid Cap Fund Institutional

Expenses: 0.98% (Better than 1% of similar funds)

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

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 WFLVX

25% FI Score
  • wflvx
  • Mutual Fund
  • US Stocks
  • Large Value

Wells Fargo Large Company Value Fund - Class C

Expenses: 1.58% (Better than 0% of similar funds)

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

Compare SWHEX vs SILAX

25% FI Score
  • silax
  • Mutual Fund
  • International Stocks
  • Large Blend

Wells Fargo Diversified International Fund - Class A

Expenses: 1.35% (Better than 0% of similar funds)

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

Compare SWHEX vs RMBNX

25% FI Score
  • rmbnx
  • Mutual Fund
  • Sector Equity
  • Financial Services

RMB Mendon Financial Services Fund Class C

Expenses: 2.03% (Better than 0% of similar funds)

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

Compare SWHEX vs TVEIX

25% FI Score
  • tveix
  • Mutual Fund
  • US Stocks
  • Large Value

Guggenheim RBP® Dividend Fund Class I

Expenses: 0.97% (Better than 0% of similar funds)

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

Compare SWHEX vs ROBAX

25% FI Score
  • robax
  • Mutual Fund
  • Bond
  • Municipal Bond

Robinson Tax Advantaged Income Fund Class A

Expenses: 1.51% (Better than 0% of similar funds)

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

Compare SWHEX vs TVRCX

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

Guggenheim Directional Allocation Fund Class C

Expenses: 2.11% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US 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