Schwab Small-Cap Index Fund-Select Shares

Frequently Asked Questions About SWSSX

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 $7.22B 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.