- What does SWTSX invest in?
- The fund is designed to replicate the comprehensive performance of the entire U.S. equity market. Its benchmark for achieving this is the Dow Jones U.S. Total Stock Market IndexSM.
- What is the expense ratio of SWTSX?
- Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) charges an expense ratio of 0.03%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SWTSX?
- Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) manages $44.20B 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 SWTSX actively managed or an index fund?
- SWTSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SWTSX launched?
- Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit (SWTSX) launched in June 1999 and is managed by Schwab.
- How has SWTSX performed?
- SWTSX'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.
