Schwab Small Cap Index Fund Quote
| SWSSX Fund | USD 33.86 0.63 1.83% |
PerformanceInsignificant
| Odds Of DistressLow
|
Schwab Small is trading at 33.86 as of the 13th of June 2025; that is 1.83 percent down since the beginning of the trading day. The fund's open price was 34.49. Schwab Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 15th of March 2025 and ending today, the 13th of June 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. More on Schwab Small Cap Index
Moving together with Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Thematic Idea | Small Blend Funds (View all Themes) |
| Fund Concentration | Schwab Funds, Large Funds, Small Blend Funds, Small Blend Funds, Small Blend, Schwab Funds, Large, Small Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Small Cap Index [SWSSX] is traded in USA and was established 13th of June 2025. Schwab Small is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Schwab Funds family. The entity is thematically classified as Small Blend Funds. This fund at this time has accumulated 5.54 B in assets with no minimum investment requirementsSchwab Small Cap is currently producing year-to-date (YTD) return of 2.35% with the current yeild of 0.02%, while the total return for the last 3 years was 4.66%.
Check Schwab Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Small Cap Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Small Cap Index Mutual Fund Constituents
| SAGE | Sage Therapeutic | Stock | Health Care | |
| EHC | Encompass Health Corp | Stock | Health Care | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| CZR | Caesars Entertainment | Stock | Consumer Discretionary | |
| PFGC | Performance Food Group | Stock | Consumer Staples | |
| IDA | IDACORP | Stock | Utilities | |
| FR | First Industrial Realty | Stock | Real Estate | |
| AMD | Advanced Micro Devices | Stock | Information Technology |
Schwab Small Top Holders
| SWCGX | Schwab Markettrack Servative | Mutual Fund | Allocation--30% to 50% Equity | |
| SWBGX | Schwab Markettrack Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| SWEGX | Schwab Markettrack All | Mutual Fund | Allocation--85%+ Equity | |
| SWHGX | Schwab Markettrack Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| EVAGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity | |
| EVFGX | Evaluator Aggressive Rms | Mutual Fund | Allocation--85%+ Equity |
Schwab Small Cap Risk Profiles
| Mean Deviation | 1.3 | |||
| Semi Deviation | 1.72 | |||
| Standard Deviation | 2.01 | |||
| Variance | 4.02 |
Schwab Small Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Small financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Small security.
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