SWDSX Mutual Fund (Schwab Dividend Equity Fund) is managed by Charles Schwab Asset Management with $660.3M in net assets. SWDSX expense ratio is 0.89%, holding 64 positions across sectors including Unknown, Information Technology, Health Care. Inception date: 2003-09-02.

SWDSX performance shows a YTD return of 7.20%. The 1-year return is 17.19% and the 5-year return is 10.12%. SWDSX dividend yield stands at 2.86%, paid quarterly.

SWDSX top holdings include Microsoft Corp 4.100 Feb 06 37 (2.3%), Bank Of America Corp. (1.8%), Allstate Corp. (1.4%), United Technologies Corp. (1.2%), Apple Inc (1.1%). View all SWDSX holdings, sector breakdown, or dividend history.

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