To find out detailed information on Charles Schwab Small-Cap Equity Index in the U.S., click the tabs in the table below. Schwab Small-Cap Index Fund ... Past name(s) : Schwab Small Cap Index Sel. 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. investment, market cap and category. CSIM and Schwab, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO. In such instances, and without the waiver of fees, total return would have been lower. Small blend. These products are designed to track the movements of the stock market, sectors, or industries without you paying commissions to own each one. 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 data that can be found in each tab includes historical performance, the different fees in each fund… The fund’s goal is to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks. 877-824-5615. Both have their pros and cons but ultimately I chose to use mutual funds … Ferian Juwono, Lead Manager since February 27, … GICS is a service mark of MSCI and S&P and has been licensed for use by Charles Schwab & Co., Inc.  Fund. The performance quoted represents past performance and does not guarantee future results. 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. 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. $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 … Analyze the Fund Schwab Small Cap Index Fund ® having Symbol SWSSX for type mutual-funds and perform research on other mutual funds. "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. Learn more about mutual funds at fidelity.com. Before trading, please check a real-time quote for current information. Financhill has a disclosure policy. Schwab Small Cap Index Fund. San Francisco, CA 94105. Learn more about mutual funds at fidelity.com. After all, the #1 stock is the cream of the crop, even when markets crash. Schwab Small-Cap Index Fund mutual fund holdings by MarketWatch. Find prospectuses and reports for our funds > Data Sources & Definitions. 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. 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. In part, the lower performance is due to higher fees. 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. On the lookout for an Index fund? View the latest money fund yields > Prospectus & Reports. See performance data and interactive charts for Schwab Small Cap Index Fund® (SWSSX). Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Current performance may be lower or higher than the performance quoted. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. Index returns and sector returns are for illustrative purposes only and do not represent actual Fund performance. Schwab Small Cap Index SWSSX Morningstar Analyst Rating Analyst rating as of Jun 25, 2020. Style or Category. One of the biggest advantages of index funds is the low fees. "MSCI EAFE" is a … Dividends are not guaranteed. Management Information. 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. Schwab Capital Trust. See fees data for Schwab Small Cap Index Fund® (SWSSX). Volatility and Risk Volatilityas of09-30-20 Low Moderate High Investment Category Risk Measures as of 09-30-20 Port … The Fund seeks to track the total return of the Schwab Small-Cap Index. 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 is responsible for SWSSX, and the company is based out of San Francisco, CA. All of the markets included in this index are developed, for example Japan, the United Kingdom, and France. © 2020 Charles Schwab Investment Management, Inc. All rights reserved. This site is designed for U.S. residents. The Schwab International Index Fund (SWISX) simplifies this process. Schwab Small Cap Index Fund® SWSSX: NAV: Change: Net Expense Ratio: YTD Return. Leveraged Fund. Exploring investment opportunities outside of the United States can be quite time-consuming. Not FDIC Insured • No Bank Guarantee • May Lose Value. 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. 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. No Load. Fund characteristics which use a benchmark in their calculations use each Fund's primary benchmark. Investors with an interest in small-cap stocks have had great success with the Schwab Small Cap Index Fund (SWSSX). Fund details, performance, holdings, distributions and related documents for SCHA Schwab U.S. Small-Cap ETF. 15.39%-Schwab Total Stock Market Index Fund® Fund. View SWSSX holdings data and information to see the mutual fund assets and interests. Best and Worst Return cover the timeframe of the chart. This is a well-constructed index portfolio that effectively diversifies risk and enjoys a sizable cost advantage over its peers. Year-to-Date. Currently, it only owns 602 stocks, excluding many of the smallest, most illiquid companies in the space. Schwab scores a TD in 2020. SWSSX is an excellent opportunity to diversify your portfolio without incurring large fees. Holdings may include collateral held by the fund for securities on loan. 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. Please read it carefully before investing. 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. … 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 … 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 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. 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). Any fund holdings shown should not be considered a recommendation of any security by the investment adviser and is subject to change. Mutual Funds Stocks ETFs Bonds Best Investments ... Schwab Small-Cap Equity SWSCX ... Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Since these investments simply track the market, they don’t require active management. Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds, Laudus Funds and Schwab ETFs. If the inception date of the Index is less than the time period shown above, the Since Inception period is shown. The US exchanges trade approximately 4,000 stocks, but just 500 make up 80 percent of the market’s total value. The author has no position in any of the stocks mentioned. When Financhill publishes its #1 stock, listen up. 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. "MSCI EAFE" is a registered mark of MSCI and has been licensed for use by the Schwab International Index Fund. Schwab U.S. Small-Cap ETF SCHA is a great core small-cap fund. The data that can be found … This product is designed to track the Russell 2000 Index, which is comprised of the 2,000 smallest companies on the Russell 3000 Index. Schwab US Large-Cap ETF (NYSEARCA: SCHX) Schwab US Large-Cap ETF has been on the market since 2009. Schwab Small Cap Index Fund® SWSSX: ... Schwab Funds: Index Fund: Yes: Leveraged Fund. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. 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. 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. It earns a Morningstar Analyst Rating of Bronze. Charles Schwab Small-Cap Equity Index. $49.15 B. Type: Mutual Funds Symbol: SFSNX Net Expense Ratio: 0.250%. The index includes the 1,000 largest stocks in the American marketplace as measured by market cap. Provides a complement to market-cap … See how behavioral finance impacted advisors and their clients amid a global pandemic and market volatility. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. View & analyze the SWSSX fund chart by total assets, risk rating, Min. Find our live Schwab Small Cap Index Fund® fund basic information. Mutual Funds Stocks ETFs Bonds Best Investments Portfolio Markets For Professionals Research & Insights Advisor Insights Featured Reports ... Schwab Small Cap Index SWSSX The group is collectively known as the S&P 500. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Schwab Small Cap Index Fund®. Schwab Small Cap Index is one of the cheapest small-cap funds available, but there are better index alternatives. See risk data for Schwab Small Cap Index Fund® (SWSSX). 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 … 211 Main Street. 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. Current and Historical Performance Performance for Schwab Small-Cap Index Fund-Sel on Yahoo Finance. Fortunately, there is a well-known solution: index funds. Learn about the Schwab proprietary index launched in 1991 > Money Fund Yields. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. The US and Canada are not included. They offer an inexpensive way to maximize diversification and harness the power of the market as a whole. This fund technically tracks the Schwab 1000 index, which is essentially a … 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. Index funds are an important investment tool for beginners and seasoned investors alike. 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 Capital Trust. View Top Holdings and Key Holding Information for Schwab Small-Cap Index Fund-Sel (SWSSX). It is no-load, and it has an expense ratio of 0.05%. 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. Ferian Juwono, Lead Manager since February 27, 2013. SWISX is designed to mirror the MSCI EAFE Index, and historically, it has come remarkably close. Leveraged Mutual Funds typically use derivatives to attempt to multiply the returns of the underlying index each day or month. 877-824-5615. Highlights A straightforward, low-cost fund … 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. 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