SWMCX Mutual Fund (Schwab US Mid-Cap Index Fund) is managed by Charles Schwab Asset Management with $2.80B in net assets. SWMCX expense ratio is 0.04%, holding 799 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2017-12-20.

SWMCX performance shows a YTD return of 14.02%. The 1-year return is 22.50% and the 5-year return is 8.62%. SWMCX dividend yield stands at 1.84%, paid annually.

SWMCX top holdings include Western Digital Corp Company Guar 11/28 3 (0.7%), Howmet Aerospace Inc. (0.7%), Bank Of New York Mellon Corp (0.7%), Royal Caribbean Group Ltd (0.6%), Corning Inc. (0.6%). View all SWMCX holdings, sector breakdown, or dividend history.

SWMCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.