SWSCX : Schwab Small-Cap Equity Fund™

SWSCX is a US Stocks Market Small Blend with MODERATE fees.

SWSCX

Schwab Small-Cap Equity Fund™

FI Score

44 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

44% FI Score
  • swscx
  • Mutual Fund
  • US Stocks
  • Small Blend

Schwab Small-Cap Equity Fund™

Expenses: 1.09% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund.

Largest Holdings

Amount Holding
2.95% E-Mini Russ 2000 Jun20 Xcme 20200619
1.58% Emergent BioSolutions Inc
1.49% EMCOR Group Inc
1.38% EastGroup Properties Inc
1.37% Xperi Corp
1.32% First Industrial Realty Trust Inc
1.19% Otter Tail Corp
1.15% Hilltop Holdings Inc
1.13% Medpace Holdings Inc
1.10% Horizon Therapeutics PLC
1.09% Watts Water Technologies Inc A
1.03% Ciena Corp
1.03% Coca-Cola Consolidated Inc
1.02% John B Sanfilippo & Son Inc
0.99% ACADIA Pharmaceuticals Inc
0.95% Coherus BioSciences Inc
0.95% OSI Systems Inc
0.95% Sanderson Farms Inc
0.94% Integer Holdings Corp
0.93% CACI International Inc Class A
0.89% Sanmina Corp
0.89% Helen Of Troy Ltd
0.85% OFG Bancorp
0.85% Natus Medical Inc
0.84% International Bancshares Corp

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