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A straightforward, low-cost fund with no investment minimum. The Fund can serve as part of the core of a diversified portfolio. Simple access to the performance of U.S. small-cap equities. Invests in approximately 2,000 small-cap U.S. stocks.
- 05/19/1997
- 03/31/2024
- Russell 2000 Index
- 03/31/2024
- Schwab S&P 500 Index Fund
- Schwab Total Stock Market Index
- Schwab 1000 Index Fund
- Schwab Small Cap Index Fund
- Schwab International Index Fund
This fund doesn't need much of an introduction. When you buy the Schwab 500 Index Fund you're basically buying part of the 500 largest stocks listed on American exchanges. This fund is designed to produce returns that mirror that of the S&P 500 Index, minus a tiny annual fee. The allure of S&P 500 index funds is that they are downright cheap, and c...
Where S&P 500 Index funds invest in roughly 500 companies that make up 80% of the stock market's value, Schwab's Total Stock Market fund invests in nearly 2,500 companies that make up virtually all of the market's value. The key advantage is that the Total Stock Market Index includes small- and micro cap stocks that are excluded from other index fu...
This fund technically tracks the Schwab 1000 index, which is essentially a Schwab-branded copycat of the Russell 1000 Index. This fund uses a simple filter for picking stocks: It invests in the 1,000 largest stocks on American markets, weighting them by market cap. As a result of its portfolio construction, this fund is more heavily weighted toward...
This fund generally tracks the performance of the Russell 2000 Index, which includes the 2,000 smallest stocks in the Russell 3000 index. Due to subtle differences in how it allocates its portfolio, this Schwab index fund actually beat the Russell 2000 index over the 10-year and 15-year periods beginning in Feb. 2007 and Feb. 2002, respectively. Th...
Following the theme of inexpensive funds with low turnover and broad diversification, Schwab's international index fund ticks the boxes perfectly. The fund seeks to track the MSCI EAFE index, and has done it exceptionally well. The fund generally invests in large companies that trade on markets outside the United States. It primarily invests in dev...
- Jordan Wathen
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Schwab Small-Cap Equity Fund. Type: Mutual Funds Symbol: SWSCX Net Expense Ratio: 1.090% Summary. Objective. The fund seeks long-term capital growth. Highlights. An actively managed fund that is designed to offer potential for long-term performance that will exceed that of the Russell 2000 ® Index.
- 07/01/2003
- 03/31/2024
- Russell 2000 Index
- 12/31/2023
What are index funds? Advantages of indexing. Low-cost Schwab mutual funds. Low-cost Schwab ETFs. Low-cost Schwab thematic ETFs. More choices and guidance. The advantages of indexing. Index funds provide the benefit of diversification, and they tend to be cost effective and tax efficient.
Apr 30, 2024 · Summary. Charts. Performance. Risk & Tax Analysis. Portfolio. Fund Facts & Fees. Daily Total Returns as of 05/13/2024. Monthly Pre-Tax Returns (%) as of 04/30/2024. Best 3 Mo Return +35.20% 11/02/20 - 01/31/21. Worst 3 Mo Return -30.56% 01/01/20 - 03/31/20. •. SWSSX 1. Fund. •. Small Blend 1. Morningstar Category (with load) •.
The Russell Index 1000® Growth, 1000® Value, Midcap® and 2000® are each a registered mark of the Frank Russell Company (Russell) and has been licensed for use by the Schwab U.S. Large-Cap Growth Index Fund, Schwab U.S. Large-Cap Value Index Fund, Schwab U.S. Mid-Cap Index Fund, and Schwab Small-Cap Index Fund respectively.
May 2, 2024 · 2.40% 7.15% Editor's Take. Best Fundamental Small-Cap Index Fund. Schwab Fundamental U.S. Small Company Index Fund (SFSNX) 0.25% 1.41% 8.16% Editor's Take. Best Tax-Efficient Small-Cap...
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