SWSCX Rating, Research - Schwab Small-Cap Equity

Schwab Small-Cap Equity (swscx)

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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 = 23

Threats + Weaknesses = 24

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund primarily invests net assets in the stock of small companies that are traded on national security exchanges, NASDAQ stock market and on the over-the-counter market with a market capitalization similar to the Russell 2000 Index or the S&P Small Cap 600 Index. It may invest up to 30% of net assets in foreign securities.

Management Analysis Update

Performance Analysis Update