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Schwab Hedged Equity Fund™ (SWHEX)

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Schwab Hedged Equity historical data, for real-time data please try another search

15.82 0.00 0%

22/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 65.35M

Type: Fund

Market: United States

Issuer: Schwab Funds

Asset Class: Equity

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SWHEX Overview

Find basic information about the Schwab Hedged 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 SWHEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8085096993)

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Rating

1-Year Change - 0%

Prev. Close15.82

Risk Rating

TTM Yield0.05%

ROE24.58%

IssuerSchwab Funds

Turnover68%

ROA7.94%

Inception Date37502

Total Assets65.35M

Expenses1.79%

Min. Investment100

Market Cap40.49B

CategoryLong - Short Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1164	1014	1199	1056	1264	2007
Fund Return	16.4%	1.35%	19.94%	1.84%	4.79%	7.21%
Place in category	25	32	55	138	95	17
% in Category	13	15	29	78	66	31

Top Equity Funds by Schwab Funds

Name	Total Assets	YTD%	3Y%	10Y%
Schwab S&P 500 Index	130.56B	17.78	20.53	14.59
Schwab Total Stock Market Index	32.17B	17.06	19.81	13.95
Schwab 1000 Index	20.42B	17.24	20.23	14.19
Schwab International Index	12.38B	28.13	15.46	7.82
Schwab Fundamental US Large Company	11.21B	16.65	15.22	13.12

Top Funds for Long-Short Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
Neuberger Berman Long Short Instl	7.73B	8.05	8.94	6.90
AQR Long-Short Equity I	7.11B	28.53	28.40	11.82
Diamond Hill Long-Short I	2.02B	16.36	12.36	7.49
AB Select US Long/Short Advisor	1.32B	9.60	11.87	8.54
Calamos Phineus Long/Short I	1.04B	7.90	6.76	-

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft Corp	-	4.26	-	-
Apple Inc	-	4.07	-	-
Amazon.com Inc	-	3.71	-	-
Alphabet Inc Class A	-	2.81	-	-
Allstate Corp	-	1.89	-	-

Technical Summary

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

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