About SWSCX
The Schwab Small-Cap Equity Fund is an actively managed mutual fund with a primary objective of achieving long-term capital growth. Emphasizing investment in small-capitalization U.S. companies, the fund allocates at least 80% of its net assets to small-cap equity securities, providing broad exposure to this dynamic segment of the equity market. By utilizing Schwab Equity Ratings among other tools, the portfolio managers employ a disciplined, multi-factor investment process that considers growth, quality, sentiment, stability, and valuation. The fund seeks to outperform the Russell 2000 Index, a commonly used benchmark for small-cap stocks, making it a strategic option for investors seeking diversification beyond large-cap equities. Notably, the Schwab Small-Cap Equity Fund holds hundreds of securities across various sectors, including technology, industrials, healthcare, and real estate, thereby spreading risk and capturing diverse growth opportunities within the small-cap space. This fund also features a no-load structure and accommodates a range of investors due to its lack of a minimum initial investment requirement.
Fund Family Schwab
Category Small Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SWSCX
Index Russell 2000 TR
SWSCX had a total return of 18.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.20%.
