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Home
SWDSX • Mutual Fund
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Share
Schwab Dividend Equity Fund™
$16.56
Sep 27 · USD · MUTF ·
Disclaimer
1M
6M
YTD
1Y
5Y
MAX
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Compare to
Schwab U.S. Aggregate Bond Index Fund
$9.17
SWAGX
0.22%
Schwab® S&P 500 Index Fund
$88.83
SWPPX
0.12%
Schwab Core Equity Fund™
$24.54
SWANX
0.32%
Schwab Large-Cap Growth Fund™
$34.20
SWLSX
0.67%
Schwab Health Care Fund™
$28.69
SWHFX
0.38%
Schwab Small-Cap Equity Fund™
$22.30
SWSCX
0.63%
Schwab® International Core Equity Fund
$12.65
SICNX
1.40%
Schwab Global Real Estate Fund™
$6.98
SWASX
0.00%
Schwab Select Large Cap Growth Fund
$26.37
LGILX
0.64%
Schwab International Opportunities Fund
$21.94
SWMIX
0.59%
insights
Key events
Key events shows relevant news articles on days with large price movements
Key events
Key events shows relevant news articles on days with large price movements
Key events
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Key events shows relevant news articles on days with large price movements
Mutual fund
A pool of money collected from many investors to invest in stocks, bonds, and other assets. The fund is managed by a professional money manager
Previous close
The last closing price
$16.51
YTD return
Year to date return as of Aug 31, 2024
16.06%
Expense ratio
Percentage of fund assets used for administrative and other expenses
0.88%
Category
Classification system to identify similar funds
US Equity Large Cap Value
Morningstar Rating
A rating that measures how well a fund has performed compared to similar funds
star_rate
star_rate
grade
grade
grade
Net assets
The value of the share class's assets minus the value of its liabilities as of Aug 31, 2024
545.05M USD
Yield
The ratio of annual dividend to net assets as of Aug 31, 2024
1.82%
Front load
Single charge paid by the investor when they purchase shares of the fund
-
Inception date
The date on which the fund was launched
Sep 2, 2003
Market news
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41 minutes ago
Why The Bull Market Will Likely Continue (SP500)
ValueWalk
38 minutes ago
Dow Jones and S&P 500 Hit Record Highs as Rate Cut Rally Continues
.DJI
0.34%
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.INX
0.11%
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NDAQ
0.055%
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1 hour ago
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Investor's Business Daily
1 hour ago
Dow Jones Falls Ahead Of Powell Speech; Nvidia Slides, Tesla Reverses Higher
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