- What does SWSSX invest in?
- The fund aims to replicate the investment results of a specific market index. This index is designed to measure the comprehensive returns of U.S.-based companies with smaller market capitalizations.
- What is the expense ratio of SWSSX?
- Schwab Small-Cap Index Fund-Select Shares (SWSSX) charges an expense ratio of 0.04%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SWSSX?
- Schwab Small-Cap Index Fund-Select Shares (SWSSX) manages $7.63B 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 SWSSX actively managed or an index fund?
- SWSSX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SWSSX's is 0.04%) because there's no security selection cost.
- When was SWSSX launched?
- Schwab Small-Cap Index Fund-Select Shares (SWSSX) launched in May 1997 and is managed by Schwab.
- How has SWSSX performed?
- SWSSX'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.
