SWISX Rating, Research - Schwab International Index

Schwab International Index (swisx)

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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 = 78

Threats + Weaknesses = 75

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks track the performance of a benchmark index that measures the total return of large, publicly traded non-U.S. companies from countries with developed equity markets outside of the United States. The fund normally invests at least 80% of net assets in these stocks (see stock research) that are included in the Schwab International index; typically, the actual percentage is considerably higher. It may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.

Management Analysis Update

Performance Analysis Update