SWSSX : Schwab Small Cap Index Fund®

SWSSX is a US Stocks Market Small Blend index fund with LOW fees.

SWSSX

Schwab Small Cap Index Fund®

FI Score

90 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

90% FI Score
  • swssx
  • Mutual Fund
  • US Stocks
  • Small Blend

Schwab Small Cap Index Fund®

Expenses: 0.04% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. The fund normally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.

Largest Holdings

Amount Holding
0.72% Teladoc Health Inc
0.44% E-Mini Russ 2000 Jun20 Xcme 20200619
0.37% Repligen Corp
0.36% Lumentum Holdings Inc
0.36% Generac Holdings Inc
0.35% Immunomedics Inc
0.35% Amedisys Inc
0.35% Haemonetics Corp
0.34% NovoCure Ltd
0.34% Trex Co Inc
0.33% Five9 Inc
0.33% ACADIA Pharmaceuticals Inc
0.31% Chegg Inc
0.30% Tech Data Corp
0.30% Quidel Corp
0.29% Mercury Systems Inc
0.29% First Industrial Realty Trust Inc
0.29% FTI Consulting Inc
0.28% Science Applications International Corp
0.28% Rexford Industrial Realty Inc
0.27% Tandem Diabetes Care Inc
0.27% Global Blood Therapeutics Inc
0.27% Cirrus Logic Inc
0.26% Inphi Corp
0.26% Enphase Energy Inc

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