Schwab Small Cap Equity Fund Quote
| SWSCX Fund | USD 15.48 0.39 2.46% |
PerformanceVery Weak
| Odds Of DistressLow
|
Schwab Small-cap is trading at 15.48 as of the 8th of April 2025; that is 2.46 percent down since the beginning of the trading day. The fund's open price was 15.87. Schwab Small-cap has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 8th of January 2025 and ending today, the 8th of April 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets 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. More on Schwab Small Cap Equity
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Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Funds, Small Blend Funds, Small Blend, Schwab Funds, Large, Small Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Small Cap Equity [SWSCX] is traded in USA and was established 8th of April 2025. Schwab Small-cap is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Schwab Funds family. This fund at this time has accumulated 544.25 M in assets with no minimum investment requirementsSchwab Small Cap is currently producing year-to-date (YTD) return of 2.47% with the current yeild of 0.0%, while the total return for the last 3 years was -0.88%.
Check Schwab Small-cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Small Cap Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Small Cap Equity Mutual Fund Constituents
| XPER | Xperi Corp | Stock | Information Technology | |
| NAVI | Navient Corp | Stock | Financials | |
| ESNT | Essent Group | Stock | Financials | |
| OSIS | OSI Systems | Stock | Information Technology | |
| EVTC | Evertec | Stock | Financials | |
| BLMN | Bloomin Brands | Stock | Consumer Discretionary | |
| ATKR | Atkore International Group | Stock | Industrials | |
| PRGS | Progress Software | Stock | Information Technology |
Schwab Small-cap Top Holders
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 | |
| SWQRX | Schwab Target 2065 | Mutual Fund | Target-Date 2065+ | |
| SWOBX | Schwab Balanced Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| SWIRX | Schwab Target 2035 | Mutual Fund | Target-Date 2035 | |
| SWERX | Schwab Target 2040 | Mutual Fund | Target-Date 2040 | |
| SWPRX | Schwab Target 2060 | Mutual Fund | Target-Date 2060+ | |
| SWORX | Schwab Target 2055 | Mutual Fund | Target-Date 2055 | |
| SWMRX | Schwab Target 2045 | Mutual Fund | Target-Date 2045 |
Schwab Small Cap Risk Profiles
| Mean Deviation | 1.14 | |||
| Standard Deviation | 1.57 | |||
| Variance | 2.46 | |||
| Risk Adjusted Performance | (0.22) |
Schwab Small-cap Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Small-cap financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Small-cap security.
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