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Schwab Small Cap Index SWSSX

Analyst rating as of
NAV / 1-Day Return
27.50  /  0.65 %
Total Assets
5.0 Bil
Adj. Expense Ratio
0.040%
Expense Ratio
0.040%
Fee Level
Low
Longest Manager Tenure
9.34 years
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.39%
Turnover
19%

Morningstar’s Analysis

Will SWSSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Diversified small-cap exposure.

Associate Analyst

Summary

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Schwab Small Cap Index fund offers a well-diversified and low-turnover portfolio that is representative of the U.S. small-cap market. However, indexing this illiquid and volatile space is inherently tricky, and the fund’s index does little to mitigate turnover and the accompanying costs among its smallest holdings. The fund earns a Morningstar Analyst Rating of Bronze.

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