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Schwab Total Stock Market Index (SWTSX) Fund Ranking and Research

Ranking, Research and Recommendation of Schwab Total Stock Market Index (SWTSX) Fund

    Last Trade: $35.53 on 10/21/2014, Change: +0.69 (1.98%)

 

Graph of Schwab Total Stock Market Index Fund (SWTSX) ManagerFund Manager - Agnes Hong

Fund Manager Information

Fund Manager Tenure: 2.6 years
Fund Family: Schwab Funds
Fund Category: Large Blend
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Schwab Total Stock Market Index Fund (SWTSX) ProfileSchwab Total Stock Market Index Fund (SWTSX) Profile

Fund Profile and Description

Schwab Total Stock Market Index Fund seeks to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market index. Schwab Total Stock Market Index Fund normally invests at least 80% of assets in securities included Dow Jones U.S. Total Stock Market index. Schwab Total Stock Market Index Fund generally expects that its portfolio includes the largest 2,500 to 3,000 U.S. stocks, and that its industry weightings, dividend yield and price/earnings ratio will be similar to those of the index.

 

Schwab Total Stock Market Index (SWTSX) Fund Strength What we like about Schwab Total Stock Market Index (SWTSX) Fund

Data for Schwab Total Stock Market Index Fund (SWTSX) as of Sep 29, 2014

  • Schwab Total Stock Market Index Fund (SWTSX) has good mid-term performance (3-year return 22.92% vs 21.97% Large Blend category median performance)
  • Schwab Total Stock Market Index Fund (SWTSX) has good Long-term performance (5-year return 15.83% vs 14.23% Large Blend category median performance)
  • Schwab Total Stock Market Index Fund (SWTSX) ratio of up-years vs down years is greater than 2
  • Schwab Total Stock Market Index Fund (SWTSX) has a Morningstar rating of 4 and above
  • Schwab Total Stock Market Index Fund (SWTSX) has an annual stock turnover rate of 2.00% vs Large Blend average of 41.96%. It is good that Schwab Total Stock Market Index management does not trade extensively for its return.
  • Schwab Total Stock Market Index Fund (SWTSX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.01, lower than category average of 12.39
  • Schwab Total Stock Market Index Fund (SWTSX) has a lower expense ratio than its Large Blend average: 0.09% vs 1.08%
  • Schwab Total Stock Market Index Fund (SWTSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Schwab Total Stock Market Index Fund (SWTSX) Weakness What we are cautious about Schwab Total Stock Market Index (SWTSX) Fund

Data for Schwab Total Stock Market Index Fund (SWTSX) as of Sep 29, 2014

  • Schwab Total Stock Market Index Fund (SWTSX) management has been with Schwab Total Stock Market Index Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Schwab Total Stock Market Index Fund (SWTSX) has a less-than-ideal short-term performance (1-year return 17.56% vs 17.60% Large Blend category median performance)
  • Schwab Total Stock Market Index Fund (SWTSX) is less safe compared to its Large Blend peers
See Schwab Total Stock Market Index Fund (SWTSX) performance details as of Sep 29, 2014

 

What do you think?

 

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

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Schwab Total Stock Market Index6.8017.5622.9215.83
Bright Rock Quality Large Cap Investor (BQLIX)7.3016.3623.300Compare
Janus Contrarian D (JACNX)10.8625.2727.5013.39Compare
Alger Growth & Income Fund Class A (ALBAX)7.7618.6520.5413.14Compare

See top fund managers for Large Blend Category Funds

 

Compare Schwab Total Stock Market Index Fund (SWTSX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Schwab U.S. Dividend Equity ETF (SCHD)7.58%21.18%0
iShares Russell Top 200 Index (IWL)8.66%20.54%22.25%
Rydex Russell Top 50 (XLG)8.04%20.32%21.40%
iShares S&P 100 Index (OEF)8.56%20.14%22.23%
Vanguard Mega Cap 300 Index ETF (MGC)8.41%19.91%22.89%

 

Graph of Schwab Total Stock Market Index Fund (SWTSX) Net Asset TrackingSchwab Total Stock Market Index (SWTSX) Fund Net Asset

Track net asset change of Schwab Total Stock Market Index fund (SWTSX)

DateNet Asset
09/2014$3.95B
08/2014$3.76B
07/2014$3.82B
More historic net asset information on Schwab Total Stock Market Index Fund (SWTSX)

  

Graph of Schwab Total Stock Market Index Fund (SWTSX) Portfolio TrackingSchwab Total Stock Market Index (SWTSX) Fund Portfolio Allocation

Track portfolio allocation change of Schwab Total Stock Market Index fund (SWTSX)

DateCashStockBondOther
07/20141.55%98.22%0%0.23%
04/20142.73%97.26%0%0.01%
01/20142.4%97.24%0%0.36%
Click here to see more historic asset allocation information on Schwab Total Stock Market Index Fund (SWTSX)

 

graph of Schwab Total Stock Market Index Fund (SWTSX) Top 10 Position TrackingTop 10 Holdings in Schwab Total Stock Market Index (SWTSX) Fund

Discover what Schwab Total Stock Market Index Fund (SWTSX) manager is buying

Jul 30, 2014
Apple Inc. [2.62%]
Exxon Mobil Corporation Common [1.93%]
Microsoft Corporation [1.48%]
Johnson & Johnson Common Stock [1.29%]
S+p500 Emini Fut Sep14 Xcme 20140919 [1.26%]
General Electric Company Common [1.15%]
Chevron Corporation Common Stoc [1.12%]
Wells Fargo & Company Common St [1.11%]
Berkshire Hathaway Inc Class B [1.03%]
JP Morgan Chase & Co. Common St [0.99%]

Apr 29, 2014
S+p500 Emini Fut Jun14 Xcme 20140620 [2.42%]
Apple Inc. [2.38%]
Exxon Mobil Corporation Common [2%]
Microsoft Corporation [1.38%]
Johnson & Johnson Common Stock [1.3%]
General Electric Company Common [1.22%]
Chevron Corporation Common Stoc [1.08%]
Wells Fargo & Company Common St [1.08%]
Berkshire Hathaway Inc Class B [1.05%]
Procter & Gamble Company (The) [1.01%]

Jan 30, 2014
Apple Inc. [2.16%]
S+p500 Emini Fut Mar14 Xcme 20140321 [2.14%]
Exxon Mobil Corporation Common [1.93%]
Google Inc. [1.59%]
Microsoft Corporation [1.38%]
General Electric Company Common [1.22%]
Johnson & Johnson Common Stock [1.19%]
Wells Fargo & Company Common St [1.04%]
Chevron Corporation Common Stoc [1.03%]
Procter & Gamble Company (The) [1%]
Click here for Stock Holding Change Map in Schwab Total Stock Market Index Fund (SWTSX)

  

Latest News on Schwab Total Stock Market Index (SWTSX) Fund

See what is happening with 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