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Schwab US Mid-Cap Index (SWMCX)

16.60 -0.22 (-1.31%)
At close: October 30 at 8:04:12 PM EDT
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  • Previous Close 16.82
  • YTD Return 11.81%
  • Expense Ratio 0.04%
  • Category Mid-Cap Blend
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 2.75B
  • Beta (5Y Monthly) 0.99
  • Yield 1.25%
  • 5y Average Return --
  • Holdings Turnover 11.00%
  • Last Dividend 0.20
  • Inception Date Dec 20, 2017

To pursue its goal, the fund generally invests in securities that are included in the Russell Midcap® Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. The Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity universe.

Schwab Funds

Fund Family

Mid-Cap Blend

Fund Category

2.75B

Net Assets

2017-12-20

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Mid-Cap Blend.

YTD Return

SWMCX
11.81%
Category
17.04%

1-Year Return

SWMCX
11.99%
Category
50.44%

3-Year Return

SWMCX
17.15%
Category
13.15%

5-Year Return

SWMCX
8.01%
Category
13.75%

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