SWRSX : Schwab® Treasury Inflation Protected Securities Index Fund

SWRSX is a Bond Market Government Bond index fund with LOW fees.

SWRSX

Schwab® Treasury Inflation Protected Securities Index Fund

FI Score

80 /100

Expense Ratio Rating

9 /10

Expense Rating

10 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

80% FI Score
  • swrsx
  • Mutual Fund
  • Bond
  • Government Bond

Schwab® Treasury Inflation Protected Securities Index Fund

Expenses: 0.05% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks s closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US Treasury Inflation-Linked Bond Index† (Series-L)SM. To pursue its goal, the fund generally invests in securities that are included in the index. The index includes all publicly-issued TIPS that have at least one year remaining to maturity, are rated investment grade and have $500 million or more of outstanding face value. The TIPS in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible.

Largest Holdings

Amount Holding
3.62% United States Treasury Notes 0.38%
3.59% United States Treasury Notes 0.12%
3.54% United States Treasury Notes 0.62%
3.53% United States Treasury Notes 0.12%
3.41% United States Treasury Notes 0.12%
3.39% United States Treasury Notes 0.25%
3.32% United States Treasury Notes 0.12%
3.27% United States Treasury Notes 0.12%
3.23% United States Treasury Notes 0.38%
3.18% United States Treasury Notes 0.62%

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