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Analyze the Fund Schwab Small Cap Index Fund ® having Symbol SWSSX for type mutual-funds and perform research on other mutual funds. However, it doesn’t perform quite as well as SWTSX and SWPPX. While it is no-load and has an expense ratio of just 0.05 percent, SWTSX and SWPPX both offer expense ratios of 0.03%. Russell RAFI Developed ex US Small Company Index (Net) (Index) +0.14-2.18 +5.94 +6.37: S&P Developed ex-U.S. Small Cap Index (Net) (Index) +7.58 +1.04 +6.84 +6.57: Foreign Small/Mid Blend … Schwab Small-Cap Index Fund ... Past name(s) : Schwab Small Cap Index Sel. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Schwab Small Cap Index Fund®. The Fund seeks to track the total return of the Schwab Small-Cap Index. Schwab Small Cap Index Fund® SWSSX: NAV: Change: Net Expense Ratio: YTD Return. 1 Day +16.35%. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. See performance data and interactive charts for Schwab Small Cap Index Fund® (SWSSX). About Schwab US Small-Cap ETF™ The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. This is a well-constructed index portfolio that effectively diversifies risk and enjoys a sizable cost advantage over its peers. This index fund invests in all of the companies that contribute to the total value of the market, so you have exposure to large, small, and micro-cap stocks. Provides a complement to market-cap … Non-U.S. residents are subject to country-specific restrictions. The Schwab® U.S. Mid-Cap Index Fund is not promoted, sponsored or endorsed by, nor in any way affiliated with Russell. Ferian Juwono, Lead Manager since February 27, 2013. Find the latest Schwab Small-Cap Index Fund-Sel (SWSSX) stock quote, history, news and other vital information to help you with your stock trading and investing. The biggest disadvantage of index funds is that there is no way to know when you might see returns. Analyze the Fund Schwab Small Cap Index Fund ® having Symbol SWSSX for type mutual-funds and perform research on other mutual funds. You can consider investing in these Schwab index funds and ETFs: 1. For Schwab ETFs: Quotes are delayed by at least 15 minutes. 211 Main Street. In such instances, and without the waiver of fees, total return would have been lower. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in. View Top Holdings and Key Holding Information for Schwab Small-Cap Index Fund-Sel (SWSSX). See how behavioral finance impacted advisors and their clients amid a global pandemic and market volatility. Schwab Small-Cap Index Fund ... Past name(s) : Schwab Small Cap Index Sel. Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. Sales Expenses. Leveraged Fund. Research information including trailing returns and hypothetical growth for Schwab Small Cap Index Fund®. Find the latest Schwab U.S. Small-Cap ETF (SCHA) stock quote, history, news and other vital information to help you with your stock trading and investing. 877-824-5615. What a welcome alternative. The Fund seeks to track the total return of the Schwab Small-Cap Index. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs. Schwab Small-Cap Equity SWSCX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Dividends are not guaranteed. 1.53%. Learn more about mutual funds at fidelity.com. Before trading, please check a real-time quote for current information. Since these investments simply track the market, they don’t require active management. Fund. See risk data for Schwab Small Cap Index Fund® (SWSSX). $0.87. To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds. Recessions can last 18 months or more, and expansions may last close to a decade. Schwab Fundamental Index* Mutual Funds Schwab Funds is a pioneer in offering investors access to innovative indexes that are weighted based on fundamental measures of company size, as a complement to traditional indexing. This index fund is no-load, and it has an expense ratio of 0.06%. San Francisco, CA 94105. Schwab scores a TD in 2020. Schwab U.S. Small-Cap ETF SCHA is a great core small-cap fund. Fund characteristics which use a benchmark in their calculations use each Fund's primary benchmark. Schwab 1000 Index Fund. The Fund seeks to track the total return of the Schwab Small-Cap Index. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. $56.99-0.12%. Current performance may be lower or higher than the performance quoted. Find the latest Schwab Small-Cap Index Fund-Sel (SWSSX) stock quote, history, news and other vital information to help you with your stock trading and investing. Schwab Funds expands suite of market cap index funds, providing a low cost way to build a diversified portfolio. The data that can be found in each tab includes historical performance, the different fees in each fund… Schwab Small Cap Index Fund. © 2020 Charles Schwab Investment Management, Inc. All rights reserved. Highlights A straightforward, low-cost fund … Money market funds; Index; Strategic beta; Active; Multi-asset; Schwab 1000 Index® Learn about the Schwab proprietary index launched in 1991 > Money Fund Yields. The index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. Ferian Juwono, Lead Manager since February 27, … It simply isn’t practical to purchase an ownership stake in every company on the exchange. 877-824-5615. See holdings data for Schwab Small Cap Index Fund® (SWSSX). Schwab US Large-Cap ETF (NYSEARCA: SCHX) Schwab US Large-Cap ETF has been on the market since 2009. If you have short-term plans that require specific returns, an index fund may not be the right choice for you because the value of your investment can go down at any time, and it can be years before your balance recovers and then grows. Fund. The Schwab International Index Fund (SWISX) simplifies this process. Research information including asset allocation, sector weightings and top holdings for Schwab Small Cap Index Fund®. This fund technically tracks the Schwab 1000 index, which is essentially a … This post may contain affiliate links or links from our sponsors. These funds trade much differently than other mutual funds… In addition, certain securities may be designated as collateral for transactions such as open futures contracts or delayed-delivery securities. Leveraged Mutual Funds typically use derivatives to attempt to multiply the returns of the underlying index each day or month. 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. 211 Main Street. San Francisco, CA 94105. Currently, it only owns 602 stocks, excluding many of the smallest, most illiquid companies in the space. You have two ways to get access to Index Funds with Schwab, either through their Mutual funds or ETFs. You can expect to find expense ratios as low as 0.03%, which is a significant savings over the 1 percent to 2 percent you will pay with an actively managed fund. … Index funds are an important investment tool for beginners and seasoned investors alike. Year-to-Date. The Fund seeks to track the total return of the Schwab Small-Cap Index. Volatility and Risk Volatilityas of09-30-20 Low Moderate High Investment Category Risk Measures as of 09-30-20 Port Avg Rel S&P 500 Rel Cat 3 Yr Std Dev 22.99 1.30 0.99 3 Yr Beta 1.22 . The information contained within this website is, to the best of our knowledge, considered accurate as of the date it was posted, but it has not been audited or verified by a third party. Mutual Funds Stocks ETFs Bonds Best Investments ... Schwab Small-Cap Equity SWSCX ... Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. GICS is a service mark of MSCI and S&P and has been licensed for use by Charles Schwab & Co., Inc.  Schwab Small Cap Index Fund® (05/97) SWSSX 0.04 13.74 7.19 10.32 11.35 8.92 Category Average - 1.11 4.91 3.51 7.66 9.75 - Russell 2000 TR USD - - 13.59 7.09 10.25 11.13 - 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. In part, the lower performance is due to higher fees. The businesses represented are US-based. When Financhill publishes its #1 stock, listen up. CSIM and Schwab, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO. Schwab Small Cap Index Fund® SWSSX: ... Schwab Funds: Index Fund: Yes: Leveraged Fund. View SWSSX holdings data and information to see the mutual fund assets and interests. Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. The investment seeks to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. Timing your purchase of individual stocks is even more difficult. This level of diversification is unusual, as many index funds are focused on big business. Current and Historical Performance Performance for Schwab Small-Cap Index Fund-Sel on Yahoo Finance. Best Schwab Index Funds: No matter what promises your investment advisor makes, the truth is that no one can predict what the stock market will do in coming weeks and months. Past performance does not guarantee future results. The Schwab 1000 Index Fund (SNXFX) is designed to track the Schwab 1000 Index. Investors with an interest in small-cap stocks have had great success with the Schwab Small Cap Index Fund (SWSSX). It earns a Morningstar Analyst Rating of Bronze. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Fees & Expenses Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. The performance quoted represents past performance and does not guarantee future results. Style or Category. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. SCHA (Fund) $27,680: Dow Jones U.S. Small-Cap Total Stock Market Index (Index) $27,636: Small Blend (Morningstar Category) $22,383: Worst Three Months Return (12/31/2019 - 3/31/2020)-31.61: Best Three Months Return (3/31/2020 - 6/30/2020) +27.16 It is no-load, and it has an expense ratio of 0.05%. The group is collectively known as the S&P 500. Financhill just revealed its top stock for investors right now... so there's no better time to claim your slice of the pie. Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC.Schwab … Schwab Small-Cap Index Fund mutual fund holdings by MarketWatch. No Load. Schwab Small Cap Index Fund. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions. Schwab Small Cap Index SWSSX Morningstar Analyst Rating Analyst rating as of Jun 25, 2020. Financhill has a disclosure policy. Access for all. This fund offers a middle ground between the Schwab Total Stock Market Index Fund (SWTSX) and the Schwab S&P 500 Index Fund (SWPPX) in terms of diversifying holdings. The 1,000 largest stocks in the marketplace 's ( s & P 500 a leader in United!, sector weightings and top holdings for Schwab Small Cap Index Fund® fund basic information: 0.250 %,. Index that measures the total return of the 2,000 smallest companies on the 2000. Includes the Small-Cap portion of the 2,000 smallest companies on the lookout for Index! Of San Francisco, CA Poor 's ( s & P ) Kingdom and! 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