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Schwab Total Stock Market Index Fund (SWTSX)

Fund performance review and position details on Schwab Total Stock Market Index Fund (SWTSX)

    Last Trade: $ on , Change: (0%)

Schwab Total Stock Market Index Fund (SWTSX) HighlightSchwab Total Stock Market Index Fund (SWTSX) Fund Summary

Schwab Total Stock Market Index Fund (SWTSX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Schwab Funds
Net Asset: $4.61B
Yield: 1.87%
Year-to-Date Return: 3.35%
Morningstar rating: 4

 

Schwab Total Stock Market Index Fund (SWTSX) CostSchwab Total Stock Market Index Fund (SWTSX) Cost

Schwab Total Stock Market Index Fund (SWTSX) various investment related cost

Initial Investment: 100
Total Expense Ratio (Large Blend average): 0.09% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 2.00%

 

Schwab Total Stock Market Index Fund (SWTSX) PerformanceSchwab Total Stock Market Index Fund (SWTSX) Performance

Most current Schwab Total Stock Market Index Fund (SWTSX) Performance

1-month Performance (Large Blend category median performance): 1.80% (1.66%)
3-month Performance (Large Blend category median performance): 9.60% (8.92%)
1 Year Performance (Large Blend category median performance): 0.14% (-1.15%)
3 Year Performance (Large Blend category median performance): 10.41% (9.43%)
5 Year Performance (Large Blend category median performance): 11.10% (10.15%)
Number of Years of positive return: 12 years
Number of Years of negative return: 4 years
3 year Alpha (Large Blend category average): -0.68 (-1.74)
3 year Beta (Large Blend category average): 1.01 (1)
3 year Sharpe Ratio: 0.91
3 year Treynor: 10.23

Schwab Total Stock Market Index Fund (SWTSX) topholdingTop Stock Holdings in Schwab Total Stock Market Index Fund (SWTSX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Apple Inc.2.71%0.00%
Microsoft Corporation1.97%0.00%
Exxon Mobil Corporation Common 1.56%0.00%
General Electric Company Common1.34%0.00%
Johnson & Johnson Common Stock1.34%0.00%
Berkshire Hathaway Inc B1.19%0.00%
Facebook, Inc.1.18%0.00%
AT&T Inc.1.08%0.00%
Amazon.com, Inc.1.03%0.00%
Alphabet Inc.1.01%0.00%
*Note: The price change will reset to 0 after the midnight

 

Schwab Total Stock Market Index Fund (SWTSX) Portfolio AllocationSchwab Total Stock Market Index Fund (SWTSX) Fund Portfolio Allocation

Schwab Total Stock Market Index Fund (SWTSX) Fund Portfolio Allocation data as of 03/2016

Stock99.12%
Bond0%
Cash0.86%
Other0.02%

 

Schwab Total Stock Market Index Fund (SWTSX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Schwab Total Stock Market Index0.1410.4111.10
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

Schwab Total Stock Market Index Fund (SWTSX) PerformanceOther Financial Data Web Sites on Schwab Total Stock Market Index Fund (SWTSX)

Addition research sites for Schwab Total Stock Market Index Fund (SWTSX)

 

Schwab Total Stock Market Index Fund (SWTSX) Related ResourcesSee more information on Schwab Total Stock Market Index (SWTSX) Fund

Popular pages on Schwab Total Stock Market Index (SWTSX) Fund

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