Under normal circumstances, the fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in dividend paying common and preferred stocks. It primarily invests in U.S. companies, but may invest up to 20% of its net assets in the stocks of publicly traded companies located in countries other than the United States. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets.
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Schwab Dividend Equity Fund Select Shares
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SWDSX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on SWDSX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Schwab Dividend Equity Fund Select Shares
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Pre-filled with SWDSX's historical average return
Important: This projection uses simplified assumptions based on SWDSX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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SWDSX is the ticker symbol for Schwab Dividend Equity Fund Select Shares, a Large Value mutual fund managed by Schwab. Under normal circumstances, the fund invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in dividend paying common and preferred stocks. It primarily invests in U.S. companies, but may invest up to 20% of its net assets in the stocks of publicly traded companies located in countries other than the United States. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets.
SWDSX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
SWDSX has posted a 1-year return of +15.31%, 3-year return of +15.13%, 5-year return of +9.82%, 10-year return of +9.37%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
SWDSX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether SWDSX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Large Value category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.