Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Schwab Small Cap Index Fund®. Research information including fund fees, cost projections and minimum investments for Schwab Small Cap Index Fund®. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. If the inception date of the Index is less than the time period shown above, the Since Inception period is shown. Find the latest Schwab Small-Cap Index Fund-Sel (SWSSX) stock quote, history, news and other vital information to help you with your stock trading and investing. Not FDIC Insured • No Bank Guarantee • May Lose Value. It earns a Morningstar Analyst Rating of Bronze. View the latest money fund yields > ... Schwab Fundamental US Small Company Index Fund. 17.51%-Schwab 1000 Index® Fund. The data that can be found … Volatility and Risk Volatilityas of09-30-20 Low Moderate High Investment Category Risk Measures as of 09-30-20 Port … On the lookout for an Index fund? "MSCI EAFE" is a registered mark of MSCI and has been licensed for use by the Schwab International Index Fund. Type: Mutual Funds Symbol: SFSNX Net Expense Ratio: 0.250%. Holdings may include collateral held by the fund for securities on loan. Russell is not responsible for and has not reviewed the funds and nor any associated literature or publications and Russell makes no representation or warranty, express or implied, as to their accuracy, or completeness, or otherwise. Recessions can last 18 months or more, and expansions may last close to a decade. $65.76-0.18%. Schwab Funds expands suite of market cap index funds, providing a low cost way to build a diversified portfolio. About Schwab US Small-Cap ETF™ The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. Learn more about mutual funds at fidelity.com. Schwab Capital Trust. See fees data for Schwab Small Cap Index Fund® (SWSSX). The performance quoted represents past performance and does not guarantee future results. The Schwab International Index Fund (SWISX) simplifies this process. Investors tend to like this fund because it has actually returned slightly higher earnings than the Russell 2000 Index over the 15-year period beginning February 2002 and the 10-year period beginning Feb. 2007. If you have short-term plans that require specific returns, an index fund may not be the right choice for you because the value of your investment can go down at any time, and it can be years before your balance recovers and then grows. investment, market cap and category. In part, the lower performance is due to higher fees. For additional information about the indices and terms shown, please visit www.schwabfunds.com/glossary. Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges and expenses. Any fund holdings shown should not be considered a recommendation of any security by the investment adviser and is subject to change. Schwab Small Cap Index Fund® (05/97) SWSSX 0.04 13.74 7.19 10.32 11.35 8.92 Category Average - 1.11 4.91 3.51 7.66 9.75 - Russell 2000 TR USD - - 13.59 7.09 10.25 11.13 - 1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. The Schwab® U.S. Mid-Cap Index Fund is not promoted, sponsored or endorsed by, nor in any way affiliated with Russell. $12.97 B. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States. Charles Schwab Small-Cap Equity Index. Of course, this presents a challenge. The data that can be found in each tab includes historical performance, the different fees in each fund… Mutual Funds Stocks ETFs Bonds Best Investments ... Schwab Small-Cap Equity SWSCX ... Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. The Schwab Small-Cap Index Fund is not sponsored, endorsed, sold or promoted by Russell and Russell makes no representation regarding the advisability of investing in the fund. Index returns and sector returns are for illustrative purposes only and do not represent actual Fund performance. Sector and/or industry weightings for the portfolio are determined using the Global Industry Classification Standard (GICS). 877-824-5615. Find the latest Schwab U.S. Small-Cap ETF (SCHA) stock quote, history, news and other vital information to help you with your stock trading and investing. These figures may differ from those presented in the fund’s shareholder report. $0.87. Operations will take about 18 to 36 months to integrate, so for now, the two brokerage houses will operate separately, servicing their own clients as they have in the … This index fund is no-load and has a low expense ratio of 0.03%, which means you have an opportunity to own equity in all of the industry-leading organizations without paying substantial fees. Provides a complement to market-cap … The Fund seeks to track the total return of the Schwab Small-Cap Index. Schwab Small-Cap Index made its debut in May of 1997, and since then, SWSSX has accumulated about $4.19 billion in assets, per the most up-to-date date available. Schwab Small Cap Index 2761 W. 120th Avenue, Suite 200, Westminster, CO 80234 Telephone: (303) 452-5986 • Toll Free: (800) 578-9896 • Facsimile: (303) 452-5989 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. Schwab Small-Cap Index Fund mutual fund holdings by MarketWatch. Schwab Small Cap Index SWSSX Morningstar Analyst Rating Analyst rating as of Jun 25, 2020. Current and Historical Performance Performance for Schwab Small-Cap Index Fund-Sel on Yahoo Finance. While it is no-load and has an expense ratio of just 0.05 percent, SWTSX and SWPPX both offer expense ratios of 0.03%. For Schwab ETFs: Quotes are delayed by at least 15 minutes. Investors with an interest in small-cap stocks have had great success with the Schwab Small Cap Index Fund (SWSSX). 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