- What does SWMCX invest in?
- The fund aims to replicate the financial performance of a specific market index that measures the comprehensive returns generated by U.S. companies with medium market capitalization.
- What is the expense ratio of SWMCX?
- Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund (SWMCX) charges an expense ratio of 0.04%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SWMCX?
- Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund (SWMCX) manages $2.78B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SWMCX actively managed or an index fund?
- SWMCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SWMCX launched?
- Schwab Capital Trust - Schwab U.S. Mid-Cap Index Fund (SWMCX) launched in December 2017 and is managed by Schwab.
- How has SWMCX performed?
- SWMCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
