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Schwab Core Equity Fund™ (SWANX)

US Funds

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24.98 +0.15 +0.60%

23/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.53B

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Equity

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SWANX Overview

Find basic information about the Schwab Core Equity Fund™ mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SWANX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8085098064)

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Rating

1-Year Change4.81%

Prev. Close24.83

Risk Rating

TTM Yield0.41%

ROE36.15%

IssuerSchwab Funds

Turnover9%

ROA19.80%

Inception Date35247

Total Assets1.53B

Expenses0%

Min. Investment100

Market Cap553.96B

CategoryLarge Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1142	1065	1131	1668	1918	3127
Fund Return	14.16%	6.48%	13.09%	18.6%	13.91%	12.08%
Place in category	930	261	607	663	568	681
% in Category	70	21	47	53	52	76

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	131.44B	17.78	20.53	14.59
Schwab Total Stock Market Index	32.42B	17.06	19.81	13.95
Schwab 1000 Index	20.53B	17.24	20.23	14.19
Schwab International Index	12.73B	28.13	15.46	7.82
Schwab Fundamental US Large Company	11.05B	16.65	15.22	13.12

Top Funds for Large Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	863.91B	17.18	19.83	14.03
Fidelity 500 Index Institutional Pr	736.94B	17.79	20.56	14.62
Vanguard 500 Index Admiral	635B	17.76	20.52	14.59
Vanguard Total Stock Market Admiral	452.19B	17.16	19.80	14.01
Vanguard Institutional Idx Instl Pl	209.44B	17.79	20.55	14.61

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	10.01	189.21	+3.01%
Microsoft	US5949181045	10.01	486.85	+0.40%
Apple	US0378331005	6.52	272.36	+0.51%
Alphabet A	US02079K3059	5.78	314.35	+1.48%
Meta Platforms	US30303M1027	4.70	664.94	+0.52%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Neutral	Buy
Technical Indicators	Strong Sell	Strong Sell	Strong Buy
Summary	Strong Sell	Sell	Strong Buy

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