SWFFX Rating, Research - Schwab Financial Services

Schwab Financial Services (swffx)

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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 = 87

Threats + Weaknesses = 51

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

Fund Management Team

Fund Description Update

Schwab Financial Services (SWFFX) Description: SWFFX is a mutual fund, which is an investment that owns a basket of assets. The SWFFX 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 long management tenure and is in the small fund size classification. SWFFXs minimum initial investment amount is $100 while the IRA minimum is $100. SWFFXs expense ratio is roughly 1%. The latest SWFFXs front end load was 0% and the back end load was 0%. The Schwab Financial Services (SWFFX) mutual fund falls under the financial category. SWFFX focuses its investments in USA and SWFFX is focused on the financial industry or fund sector. The Schwab Financial Services (SWFFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SWFFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SWFFXs 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) issued by companies in the financial services sector. It generally invests in U.S. companies and may invest in companies of all sizes. The fundses Schwab Equity Ratings to aid its stock selection. It may buy and sell portfolio securities actively. The funds non-diversified.

Management Analysis Update

Performance Analysis Update