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Schwab Core Equity (SWANX)

26.05 -0.10 (-0.38%)
At close: 6:32:18 PM EST
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  • Previous Close 26.15
  • YTD Return 7.24%
  • Expense Ratio 0.73%
  • Category Large Blend
  • Last Cap Gain 55.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 1.47B
  • Beta (5Y Monthly) 0.87
  • Yield 0.35%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.10
  • Inception Date Jul 1, 1996

To pursue its investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the fund’s otherwise uninvested cash assets. It may invest in exchange-traded funds (ETFs) and stocks of real estate investment trusts (REITs).

Schwab Funds

Fund Family

Large Blend

Fund Category

1.47B

Net Assets

1996-07-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Large Blend.

YTD Return

SWANX
7.24%
Category
5.31%

1-Year Return

SWANX
10.77%
Category
20.31%

3-Year Return

SWANX
19.14%
Category
6.48%

5-Year Return

SWANX
11.52%
Category
11.78%

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