The fund normally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) 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. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.
Schwab funds can be purchased directly through their website, typically with no transaction fee.
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Schwab Small Cap Index
Pre-filled with SWSSX's historical average return
SWSSX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on SWSSX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Schwab Small Cap Index
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Pre-filled with SWSSX's historical average return
Important: This projection uses simplified assumptions based on SWSSX'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.
SWSSX is the ticker symbol for Schwab Small Cap Index, a Small Cap Blend mutual fund managed by Schwab. The fund normally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) 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. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.
SWSSX 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.
SWSSX has posted a 1-year return of +36.00%, 3-year return of +18.28%, 5-year return of +7.30%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
Whether SWSSX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Small Cap Blend 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.
