SWSSX Rating, Research - Schwab Small Cap Index

Schwab Small Cap Index (swssx)

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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 = 19

Threats + Weaknesses = 13

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 80% of assets in equities of small-cap companies with market capitalizations equal to those within the universe of Russell 2000 Index. It pursues returns that exceed those of the Russell 2000 Index while seeking to limit its volatility relative to this index. The fund invests primarily in common stocks (see stock research) and REITs.

Management Analysis Update

Schwab Small Cap Index's executives / managers make better investing decisions, because their assets are invested along side their client's. Schwab Small Cap Index's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update