SWSCX Mutual Fund (Schwab Small-Cap Equity Fund) is managed by Charles Schwab Asset Management with $659.4M in net assets. SWSCX expense ratio is 1.09%, holding 339 positions across sectors including Financials, Industrials, Health Care. Inception date: 2003-07-01.

SWSCX performance shows a YTD return of 22.40%. The 1-year return is 60.26% and the 5-year return is 13.21%. SWSCX dividend yield stands at 6.71%, paid annually.

SWSCX top holdings include Axos Financial, Inc. (1.3%), Enova International Inc (1.2%), Diamondrock Hospitality Reit (1.1%), Bloom Energy Corporation Class A (1.1%), Jackson Financial Inc USD (1.1%). View all SWSCX holdings, sector breakdown, or dividend history.

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