SWANX Rating, Research - Schwab Core Equity Inv

Schwab Core Equity Inv (swanx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 229

Threats + Weaknesses = 130

When strengths & opportunities substantially exceed threats & weaknesses an investment in the swanx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Schwab Core Equity Inv (SWANX) Description: SWANX is a mutual fund, which is an investment that owns a basket of assets. The SWANX mutual fund was provided by Schwab and this investment vehicle derives the majority of its value from equity holdings (stocks). Schwabs mutual fund has a medium management tenure and is in the large fund size classification. SWANXs minimum initial investment amount is $100 while the IRA minimum is $100. SWANXs expense ratio is roughly 1%. The latest SWANXs front end load was 0% and the back end load was 0%. The Schwab Core Equity Inv (SWANX) mutual fund falls under the large-cap mixed category. SWANX focuses its investments in USA and SWANX is not affiliated with a particular industry or fund sector. The Schwab Core Equity Inv (SWANX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWANXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWANXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund invests at least 80% of net assets in equity securities (see equity research) of U.S. companies which generally have capitalizations in excess of $500 million. It seeks to assemble a portfolio with long-term performance that exceeds that of the S&P 500 index. The fundses Schwab Equity Ratings to aid its stock selection.

Management Analysis Update

Schwab Core Equity Inv's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update