SWSBX : Schwab Short-Term Bond Index Fund

SWSBX is a Bond Market High Yield Bond index fund with LOW fees.

SWSBX

Schwab Short-Term Bond Index Fund

FI Score

74 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

7 /10

Category Score

0 /10

Market Size

7 /10

74% FI Score
  • swsbx
  • Mutual Fund
  • Bond
  • High Yield Bond

Schwab Short-Term Bond Index Fund

Expenses: 0.06% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to track as closely as possible, before fees and expenses, the total return of an index composed of U.S. investment grade government related and corporate bonds with maturities between 1-5 years. The index is a broad-based benchmark measuring the performance of U.S. dollar-denominated U.S. Treasury bonds, government related bonds and investment grade U.S. corporate bonds that have a remaining maturity of greater than or equal to one year and less than five years. The fund will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index.

Largest Holdings

Amount Holding
1.19% United States Treasury Notes 2.5%
1.18% United States Treasury Notes 2%
1.13% United States Treasury Notes 2.62%
1.08% United States Treasury Notes 2.75%
1.07% United States Treasury Notes 2.62%
1.02% United States Treasury Notes 2.62%
0.94% United States Treasury Notes 2%
0.91% United States Treasury Notes 2.12%
0.90% United States Treasury Notes 2.12%
0.88% United States Treasury Notes 2.25%
0.86% United States Treasury Notes 2.88%
0.82% United States Treasury Notes 2.12%
0.80% United States Treasury Notes 1.62%
0.80% United States Treasury Notes 1.75%
0.75% United States Treasury Notes 2.25%
0.75% United States Treasury Notes 1.75%
0.72% United States Treasury Notes 2%
0.62% United States Treasury Notes 2.38%
0.62% United States Treasury Notes 2.25%
0.59% United States Treasury Notes 2.5%
0.58% United States Treasury Notes 2.62%
0.56% United States Treasury Notes 1.75%
0.56% United States Treasury Notes 2.12%
0.55% United States Treasury Notes 1.12%
0.54% United States Treasury Notes 1.75%

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