Schwab Mid Cap Index Fund Quote
| SWMCX Fund | USD 69.26 0.57 0.82% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Schwab Mid is trading at 69.26 as of the 1st of February 2025; that is 0.82 percent decrease since the beginning of the trading day. The fund's open price was 69.83. Schwab Mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
To pursue its goal, the fund generally invests in securities that are included in the Russell Midcap Index. It is the funds policy that under normal circumstances it will invest at least 90 percent of its net assets in securities included in the index. More on Schwab Mid Cap Index
Moving together with Schwab Mutual Fund
Schwab Mutual Fund Highlights
| Fund Concentration | Schwab Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Schwab Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Schwab Mid Cap Index [SWMCX] is traded in USA and was established 1st of February 2025. Schwab Mid is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Schwab Funds family. This fund at this time has accumulated 371.71 M in assets with no minimum investment requirementsSchwab Mid Cap is currently producing year-to-date (YTD) return of 4.24% with the current yeild of 0.01%, while the total return for the last 3 years was 7.94%.
Check Schwab Mid 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 Mid Cap Index 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 Mid Cap Index Mutual Fund Constituents
| LRCX | Lam Research Corp | Stock | Information Technology | |
| ADSK | Autodesk | Stock | Information Technology | |
| STI | Solidion Technology | Stock | Industrials | |
| PGR | Progressive Corp | Stock | Financials | |
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| TROW | T Rowe Price | Stock | Financials | |
| MRNA | Moderna | Stock | Health Care | |
| SYF | Synchrony Financial | Stock | Financials |
Schwab Mid Cap Risk Profiles
| Mean Deviation | 0.6789 | |||
| Semi Deviation | 0.8856 | |||
| Standard Deviation | 0.9372 | |||
| Variance | 0.8784 |
Schwab Mid Against Markets
Other Information on Investing in Schwab Mutual Fund
Schwab Mid 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 Mid security.
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