SWDSX Rating, Research - Schwab Dividend Equity

Schwab Dividend Equity (swdsx)

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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 = 114

Threats + Weaknesses = 76

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

Fund Management Team

Fund Description Update

Schwab Dividend Equity (SWDSX) Description: SWDSX is a mutual fund, which is an investment that owns a basket of assets. The SWDSX 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. SWDSXs minimum initial investment amount is $100 while the IRA minimum is $100. SWDSXs expense ratio is roughly 1%. The latest SWDSXs front end load was 0% and the back end load was 0%. The Schwab Dividend Equity (SWDSX) mutual fund falls under the large-cap value category. SWDSX focuses its investments in USA and SWDSX is not affiliated with a particular industry or fund sector. The Schwab Dividend Equity (SWDSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWDSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWDSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term, after-tax returns. The fund invests primarily in value stocks (see stock research). Value stocks (see stock research) are common stocks (see stock research) that, in the opinion of This investment vehicle adviser, are undervalued or inexpensive relative to the overall stock market. The fund may invest up to 25% of total assets in foreign securities located in established or emerging market countries. It may invest no more than 5% of its net assets in real estate investment trusts. The fund may also invest in other pooled investment vehicles and may lend its securities.

Management Analysis Update

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

Performance Analysis Update