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Schwab Total Stock Market Index Fd Select Shs A Series Of Schwab Capit: (MF: SWTSX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$94.72 USD
+0.58 (0.62%)
Zacks MF Rank
NA
Fund Description
The fund was incepted in June 1999 and is managed by Charles Schwab Investment Management, Inc. The fund seeks to track the total return of the entire U.S. stock market, as measured by the Wilshire 5000 Total Market Index. To pursue its goal, the fund generally invests at least 80% of its assets in stocks that are included in the index. The fund may use certain techniques in seeking to enhance after-tax performance, such as adjusting its weightings of certain stocks or choosing to realize certain capital losses and use them to offset capital gains. The fund offers dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Schwab Total Stock Market Index | SWTSX | NA | NA | 0.00 | 0.00 | 0.03 | 0.03 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Schwab Total Stock Market | SWTSX | 94.72 | 6/1/1999 | 0.00 | 23.20 | 7.90 | 14.02 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Schwab Total Stock Market Index | SWTSX | 0 | 0 | 0 | A |
Contact Information
| Family | Schwab Funds |
| Address | 101 Montgomery St San Francisco, CA 94104 |
| Phone | 800 407-0256 |