Schwab Dividend Equity Fund Quote
| SWDSX Fund | USD 17.07 0.12 0.71% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Schwab Dividend is trading at 17.07 as of the 22nd of November 2024; that is 0.71 percent up since the beginning of the trading day. The fund's open price was 16.95. Schwab Dividend has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Schwab Dividend Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in dividend paying common and preferred stocks. It primarily invests in U.S. companies, but may invest up to 20 percent of its net assets in the stocks of publicly traded companies located in countries other than the United States. More on Schwab Dividend Equity
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Moving against Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Value Funds, Large Value, Schwab Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab Dividend Equity [SWDSX] is traded in USA and was established 22nd of November 2024. Schwab Dividend is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Schwab Funds family. This fund at this time has accumulated 493.1 M in assets with no minimum investment requirementsSchwab Dividend Equity is currently producing year-to-date (YTD) return of 20.35% with the current yeild of 0.02%, while the total return for the last 3 years was 7.99%.
Check Schwab Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Dividend Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Dividend Equity Mutual Fund Constituents
| MET | MetLife | Stock | Financials | |
| ROG | Rogers | Stock | Information Technology | |
| EXC | Exelon | Stock | Utilities | |
| PFE | Pfizer Inc | Stock | Health Care | |
| C | Citigroup | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| VLO | Valero Energy | Stock | Energy | |
| T | ATT Inc | Stock | Communication Services |
Schwab Dividend Top Holders
| SWJRX | Schwab Monthly Income | Mutual Fund | Allocation--30% to 50% Equity | |
| SWKRX | Schwab Monthly Income | Mutual Fund | Allocation--30% to 50% Equity | |
| SWLRX | Schwab Monthly Income | Mutual Fund | Allocation--15% to 30% Equity | |
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 | |
| SWORX | Schwab Target 2055 | Mutual Fund | Target-Date 2055 | |
| SWPRX | Schwab Target 2060 | Mutual Fund | Target-Date 2060+ | |
| SWMRX | Schwab Target 2045 | Mutual Fund | Target-Date 2045 |
Schwab Dividend Equity Risk Profiles
| Mean Deviation | 0.4672 | |||
| Semi Deviation | 0.2951 | |||
| Standard Deviation | 0.5825 | |||
| Variance | 0.3393 |
Schwab Dividend Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Dividend financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Dividend security.
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