Type: Mutual Funds Symbol: SFSNX Net Expense Ratio: 0.250%. Analyze the Fund Schwab Small Cap Index Fund ® having Symbol SWSSX for type mutual-funds and perform research on other mutual funds. Schwab Small-Cap Index Fund ... Past name(s) : Schwab Small Cap Index Sel. 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 data that can be found in each tab includes historical performance, the different fees in each fund… 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 . © 2020 Charles Schwab Investment Management, Inc. All rights reserved. Charles Schwab Index Funds Overview Income Profile Income Risk Returns Profile Allocations Expenses About Name Price Net Assets LTM YIELD & DIVIDEND YTD Exp Ratio Schwab® S&P 500 Index Fund. Schwab scores a TD in 2020. "MSCI EAFE" is a … Russell is not responsible for and has not reviewed the funds and nor any associated literature or publications and Russell makes no representation or warranty, express or implied, as to their accuracy, or completeness, or otherwise. View Top Holdings and Key Holding Information for Schwab Small-Cap Index Fund-Sel (SWSSX). San Francisco, CA 94105. Before trading, please check a real-time quote for current information. This site is designed for U.S. residents. 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%. Better still, there is no minimum investment, the fund is no-load, and the expense ratio is a low 0.03%, so very little of your investment will be eaten away by fees. Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in. Schwab Small Cap Index Fund® (SWSSX) 33.88. Highlights A straightforward, low-cost fund … Of course, this presents a challenge. $12.97 B. See fees data for Schwab Small Cap Index Fund® (SWSSX). Investors tend to like this fund because it has actually returned slightly higher earnings than the Russell 2000 Index over the 15-year period beginning February 2002 and the 10-year period beginning Feb. 2007. Learn more about mutual funds at fidelity.com. Schwab Small Cap Index SWSSX Morningstar Analyst Rating Analyst rating as of Jun 25, 2020. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. If you can afford to wait out the market, these are five of the best Schwab index funds available: If your goal is to mirror the returns of the stock market, the Schwab Total Stock Market Index Fund (SWTSX) is an excellent option. They offer an inexpensive way to maximize diversification and harness the power of the market as a whole. Schwab Small Cap Index Fund® (05/97) SWSSX 0.04 0.00 2.27 7.33 9.83 8.17 Category Average - 1.11 -6.85 -0.68 4.91 8.42 - Russell 2000 TR USD - - -0.14 2.19 7.27 9.64 - 1 Numbers are adjusted for … Sales Expenses. Leveraged Mutual Funds typically use derivatives to attempt to multiply the returns of the underlying index each day or month. As stated in the prospectus. Net Asset Value +0.15%. Schwab Small-Cap Index Fund mutual fund holdings by MarketWatch. Please read it carefully before investing. Dividends are not guaranteed. View the latest money fund yields > ... Schwab Fundamental US Small Company Index Fund. When Financhill publishes its #1 stock, listen up. In such instances, and without the waiver of fees, total return would have been lower. Fortinet Stock Forecast: Cybersecurity Leader, Schwab Total Stock Market Index Fund (SWTSX). It is no-load, and it has an expense ratio of 0.05%. This fund technically tracks the Schwab 1000 index, which is essentially a … Index returns and sector returns are for illustrative purposes only and do not represent actual Fund performance. Additionally, the fund tracks the S&P Small-Cap 600 Index but cherry-picks its holdings. … Starting with Schwab 1000 (SNXFX Quick Quote SNXFX - Free Report) is one possibility.SNXFX bears a Zacks Mutual Fund Rank of 1 (Strong Buy), which is … $0.87. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. It simply isn’t practical to purchase an ownership stake in every company on the exchange. Small cap funds are subject to greater volatility than those in other asset categories. The businesses represented are US-based. Leveraged Fund. Research information including fund fees, cost projections and minimum investments for Schwab Small Cap Index Fund®. Schwab Mutual Funds vs ETFs. "Russell 2000®" is a registered mark of the Frank Russell Company ("Russell") and has been licensed for use by the Schwab Small-Cap Index Fund. The Fund seeks to track the total return of the Schwab Small-Cap Index. Research information including trailing returns and hypothetical growth for Schwab Small Cap Index Fund®. For additional information about the indices and terms shown, please visit www.schwabfunds.com/glossary. The investment seeks to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. Usage will be monitored. Schwab Small Cap Index Fund® SWSSX: ... Schwab Funds: Index Fund: Yes: Leveraged Fund. These products are designed to track the movements of the stock market, sectors, or industries without you paying commissions to own each one. Schwab Small Cap Index is one of the cheapest small-cap funds available, but there are better index alternatives. After all, the #1 stock is the cream of the crop, even when markets crash. To help with tax filing, get distributions and supplemental tax information for Schwab Funds, Schwab ETFs and Laudus Funds. Schwab Capital Trust. 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. The Schwab S&P 500 Index Fund (SWPPX) is designed to give investors the same returns produced by the S&P 500. These funds trade much differently than other mutual funds… GICS is a service mark of MSCI and S&P and has been licensed for use by Charles Schwab & Co., Inc.  The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. 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. Holdings may include collateral held by the fund for securities on loan. Timing your purchase of individual stocks is even more difficult. Investors with an interest in small-cap stocks have had great success with the Schwab Small Cap Index Fund (SWSSX). 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. Currently, it only owns 602 stocks, excluding many of the smallest, most illiquid companies in the space. Research information including asset allocation, sector weightings and top holdings for Schwab Small Cap Index Fund®. If the inception date of the Index is less than the time period shown above, the Since Inception period is shown. Style or Category. One of the biggest advantages of index funds is the low fees. Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. Access for all. What a welcome alternative. See how behavioral finance impacted advisors and their clients amid a global pandemic and market volatility. GICS was developed by and is the exclusive property of MSCI and Standard & Poor's (S&P). Any fund holdings shown should not be considered a recommendation of any security by the investment adviser and is subject to change. This index fund is no-load, and it has an expense ratio of 0.06%. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. Ferian Juwono, Lead Manager since February 27, 2013. Fortunately, there is a well-known solution: index funds. Management Information. The Fund seeks to track the total return of the Schwab Small-Cap Index. 877-824-5615. Year-to-Date. Schwab Small Cap Index Fund. In part, the lower performance is due to higher fees. Exploring investment opportunities outside of the United States can be quite time-consuming. It … Schwab Small Cap Index Fund. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs. Financhill has a disclosure policy. Charles Schwab Index To find out detailed information on Charles Schwab Index in the U.S., click the tabs in the table below. Instead of focusing on a single company or industry, this fund tracks the performance of more than 900 large and mid-cap stocks in 21 countries. 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 Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. Tax Cost Ratio represents the percentage-point reduction in returns that results from Federal income taxes (before shares in the fund are sold, and assuming the highest Federal tax bracket). Find prospectuses and reports for our funds > Data Sources & Definitions. On the lookout for an Index fund? 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. $56.99-0.12%. The Schwab® U.S. Mid-Cap Index Fund is not promoted, sponsored or endorsed by, nor in any way affiliated with Russell. $65.76-0.18%. The US and Canada are not included. Find our live Schwab Small Cap Index Fund® fund basic information. Schwab Funds is responsible for SWSSX, and the company is based out of San Francisco, CA. Fund. 1.53%. 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. The economy runs in cycles. (0320-8VLP), Prospectus and Other Regulatory Documents, Learn how we advocate for investors and the professionals who serve them >, See why we strive to keep our index product expenses among the lowest in the industry >, Form CRS highlights certain aspects of the nature of our investment advisory relationship with you >, Learn about the measured approach we take to promote long-term shareholder value >, Learn more about our experienced and dedicated team of professionals >, Learn about our straightforward lineup of core products and solutions >, Learn about the Schwab proprietary index launched in 1991 >, Find prospectuses and reports for our funds >, See data point definitions, index glossary, and data sources >, Catch up on our thought leadership, research, and commentary >, Keep up to date on Charles Schwab Investment Management >, Look to us for education, tools, and information to help develop better outcomes for you and your clients >, View end-of-year capital gains distributions and tax information >, Go to our library of useful documents that can help you learn about various products >, 2020 distribution & tax information available, Worst Three Months Return (12/31/2019 - 3/31/2020), Best Three Months Return (3/31/2020 - 6/30/2020), Schwab Funds Investment Performance Summary, SWSSX Prospectus and Other Regulatory Documents, 2019 Schwab Funds Dividends-Received Deduction Summary, 2019 Schwab Funds Qualified Dividend Income Summary, Schwab Funds Actual Annual Distributions 2020, Schwab Fundamental U.S. Broad Market Index ETF, PENN NATIONAL GAMING INC COMMON STOCK USD.01, DARLING INGREDIENTS INC COMMON STOCK USD.01, 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. This index fund is no-load and has a low expense ratio of 0.03%, which means you have an opportunity to own equity in all of the industry-leading organizations without paying substantial fees. Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC. CSIM and Schwab, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO. View & analyze the SWSSX fund chart by total assets, risk rating, Min. You have two ways to get access to Index Funds with Schwab, either through their Mutual funds or ETFs. See fees data 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. The author has no position in any of the stocks mentioned. Annualized returns for periods 1 yr+/cumulative returns for periods less than 1 yr. Schwab Small-Cap Equity SWSCX Morningstar Analyst Rating Quantitative rating as of Oct 31, 2020. Mutual Funds Stocks ETFs Bonds Best Investments Portfolio Markets For Professionals Research & Insights Advisor Insights Featured Reports ... Schwab Small Cap Index SWSSX Analyze the Fund Schwab Small Cap Index Fund ® having Symbol SWSSX for type mutual-funds and perform research on other mutual funds. The businesses represented are US-based. However, it doesn’t perform quite as well as SWTSX and SWPPX. Schwab U.S. Small-Cap ETF SCHA is a great core small-cap fund. The Schwab International Index Fund (SWISX) simplifies this process. 211 Main Street. 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. The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. The Fund seeks to track the total return of the Schwab Small-Cap Index. $33.88 +0.05 (0.15%) 0.04%: 10.54%: Quote data as of close 12/14/2020: As of 11/30/2020: Prospectus: Mutual Fund … Fund characteristics which use a benchmark in their calculations use each Fund's primary benchmark. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Not FDIC Insured • No Bank Guarantee • May Lose Value. To find out detailed information on Charles Schwab Small-Cap Equity Index in the U.S., click the tabs in the table below. These figures may differ from those presented in the fund’s shareholder report. No Load. All of the markets included in this index are developed, for example Japan, the United Kingdom, and France. Schwab Funds and Laudus Funds are distributed by Charles Schwab & Co., Inc. (Schwab), Member SIPC.Schwab … Schwab Funds expands suite of market cap index funds, providing a low cost way to build a diversified portfolio. 877-824-5615. The performance quoted represents past performance and does not guarantee future results. The data that can be found … Schwab Small-Cap Index Fund ... Past name(s) : Schwab Small Cap Index Sel. Small blend. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. After tax returns are based on highest Federal income tax bracket. 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. Empower clients to stay the course with a portfolio construction framework that adapts to a range of risk appetites and likely investor behaviors. See performance data and interactive charts for Schwab Small Cap Index Fund® (SWSSX). You can consider investing in these Schwab index funds and ETFs: 1. See risk data for Schwab Small Cap Index Fund® (SWSSX). Learn about the Schwab proprietary index launched in 1991 > Money Fund Yields. Schwab Small Cap Index Fund® SWSSX: NAV: Change: Net Expense Ratio: YTD Return. 211 Main Street. "MSCI EAFE" is a registered mark of MSCI and has been licensed for use by the Schwab International Index Fund. Mutual Funds Stocks ETFs Bonds Best Investments ... Schwab Small-Cap Equity SWSCX ... Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Financhill just revealed its top stock for investors right now... so there's no better time to claim your slice of the pie. Adobe Vs Salesforce Stock: Which Is Best. 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 product is designed to track the Russell 2000 Index, which is comprised of the 2,000 smallest companies on the Russell 3000 Index. Provides a complement to market-cap … The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the FTSE Developed Small Cap ex US Liquid Index. Schwab is a leader in the financial services industry, and it has developed its own Schwab 1000 Index. Current and Historical Performance Performance for Schwab Small-Cap Index Fund-Sel on Yahoo Finance. Unauthorized access is prohibited. View SWSSX holdings data and information to see the mutual fund assets and interests. In addition, certain securities may be designated as collateral for transactions such as open futures contracts or delayed-delivery securities. This graph represents the growth of a hypothetical investment of $10,000. See holdings data for Schwab Small Cap Index Fund® (SWSSX). Investors should consider carefully information contained in the prospectus , or if available, the summary prospectus , including investment objectives, risks, charges and expenses. Research information including trailing returns and hypothetical growth for Schwab Small Cap Index Fund®. The group is collectively known as the S&P 500. This product is designed to track the Russell 2000 Index, which is comprised of the 2,000 smallest companies on the Russell 3000 Index. Best and Worst Return cover the timeframe of the chart. The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. Operations will take about 18 to 36 months to integrate, so for now, the two brokerage houses will operate separately, servicing their own clients as they have in the … 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. The US exchanges trade approximately 4,000 stocks, but just 500 make up 80 percent of the market’s total value. Volatility and Risk Volatilityas of09-30-20 Low Moderate High Investment Category Risk Measures as of 09-30-20 Port … Both have their pros and cons but ultimately I chose to use mutual funds … Schwab Small Cap Index Fund (SWSSX) Investors with an interest in small-cap stocks have had great success with the Schwab Small Cap Index Fund (SWSSX). Schwab Capital Trust. 1.43%. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Schwab Small Cap Index Fund®. This is a well-constructed index portfolio that effectively diversifies risk and enjoys a sizable cost advantage over its peers. Sector and/or industry weightings for the portfolio are determined using the Global Industry Classification Standard (GICS). Since these investments simply track the market, they don’t require active management. Learn more about mutual funds at fidelity.com. View the latest money fund yields > Prospectus & Reports. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. Management Information. Schwab US Large-Cap ETF (NYSEARCA: SCHX) Schwab US Large-Cap ETF has been on the market since 2009. Recessions can last 18 months or more, and expansions may last close to a decade. Current performance may be lower or higher than the performance quoted. SWISX is designed to mirror the MSCI EAFE Index, and historically, it has come remarkably close. The biggest disadvantage of index funds is that there is no way to know when you might see returns. Non-U.S. residents are subject to country-specific restrictions. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Schwab Small-Cap Index made its debut in May of 1997, and since then, SWSSX has accumulated about $4.19 billion in assets, per the most up-to-date date available. The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. Schwab 1000 Index Fund. Fund details, performance, holdings, distributions and related documents for SCHA Schwab U.S. Small-Cap ETF. The fund’s goal is to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. For the "Distributions" section, historical distributions are listed starting from January 1, 2009 or the fund's inception date, whichever is later, to the most recent data available. The Schwab 1000 Index Fund (SNXFX) is designed to track the Schwab 1000 Index. It earns a Morningstar Analyst Rating of Bronze. See performance data and interactive charts for Schwab Small Cap Index Fund® (SWSSX). The index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. Fund. 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 The percentage of assets as shown may not equal 100% due to unsettled trades. The Fund seeks to track the total return of the Schwab Small-Cap Index. However, there is one pattern that has proven reliable since the first trades were made on Wall Street over two hundred years ago: over the long term, the market has a history of rising. 15.39%-Schwab Total Stock Market Index Fund® Fund. State taxes are not included. The index includes the 1,000 largest stocks in the American marketplace as measured by market cap. Index funds are an important investment tool for beginners and seasoned investors alike. Schwab Small-Cap Index Fund mutual fund holdings by MarketWatch. Total return set forth may reflect the waiver of a portion of the fund's advisory or administrative fees for certain periods since the inception date. View SWSSX holdings data and information to see the mutual fund assets and interests. Research information including fund fees, cost projections and minimum investments for Schwab Small Cap Index Fund®. $49.15 B. 17.51%-Schwab 1000 Index® Fund. $0.94. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Overall Morningstar Rating. 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. Past performance does not guarantee future results. SWSSX is an excellent opportunity to diversify your portfolio without incurring large fees. Charles Schwab Small-Cap Equity Index. Schwab Small Cap Index Fund This fund generally tracks the performance of the Russell 2000 Index, which includes the 2,000 smallest stocks in the Russell 3000 index. Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. Fees & Expenses This post may contain affiliate links or links from our sponsors. This level of diversification is unusual, as many index funds are focused on big business. Schwab Small Cap Index 2761 W. 120th Avenue, Suite 200, Westminster, CO 80234 Telephone: (303) 452-5986 • Toll Free: (800) 578-9896 • Facsimile: (303) 452-5989 Money market funds; Index; Strategic beta; Active; Multi-asset; Schwab 1000 Index® Learn about the Schwab proprietary index launched in 1991 > Money Fund Yields. investment, market cap and category. San Francisco, CA 94105. For Schwab ETFs: Quotes are delayed by at least 15 minutes. 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 … 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. 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. Ferian Juwono, Lead Manager since February 27, … Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs. 1 Day +16.35%.