Schwab ® U.S. Mid-Cap Index Fund
SWMCX
NASDAQ
| Weiss Ratings | SWMCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SWMCX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Christopher Bliss (7), Ferian Juwono (7), Jeremy Brown (6), 1 other | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWMCX-NASDAQ | Click to Compare |
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| Fund Name | Schwab ® U.S. Mid-Cap Index Fund | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Dec 20, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWMCX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.34% | |||
| Dividend | SWMCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.72% | |||
| Asset Allocation | SWMCX-NASDAQ | Click to Compare |
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| Cash | 0.23% | |||
| Stock | 99.76% | |||
| U.S. Stock | 98.24% | |||
| Non-U.S. Stock | 1.52% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SWMCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.85% | |||
| 30-Day Total Return | 4.95% | |||
| 60-Day Total Return | 8.69% | |||
| 90-Day Total Return | 14.33% | |||
| Year to Date Total Return | 6.11% | |||
| 1-Year Total Return | 16.95% | |||
| 2-Year Total Return | 31.10% | |||
| 3-Year Total Return | 49.04% | |||
| 5-Year Total Return | 86.05% | |||
| Price | SWMCX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SWMCX-NASDAQ | Click to Compare |
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| Nav | $70.50 | |||
| 1-Month Low NAV | $67.36 | |||
| 1-Month High NAV | $70.50 | |||
| 52-Week Low NAV | $56.47 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $73.32 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | SWMCX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 18.72 | |||
| Balance Sheet | SWMCX-NASDAQ | Click to Compare |
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| Total Assets | 2.08B | |||
| Operating Ratios | SWMCX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.04% | |||
| Turnover Ratio | 13.00% | |||
| Performance | SWMCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.75% | |||
| Last Bear Market Total Return | -16.83% | |||