| 28.50 Net Asset Value | +0.25% 1 Day | +10.64% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.10% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.96% | 3 years | +12.08% | |
| 3 months | +7.71% | 5 years | +6.04% | |
| 1 year | +16.33% | Since inception | +4.18% |
| SWTSX | Category | |
|---|---|---|
| Performance 5-yr return | +6.04% | +4.80% |
| Expense ratio | 0.10% | 1.18% |
| Risk 5 year sharpe ratio | 0.41 | 0.33 |
| Net assets | $2.5B | $2.6B |
| Average market cap | $31.8B | $54.9B |
| Average P/E | 15.9 | 15.7 |
| Portfolio turnover | 3% | 3% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Schwab Funds |
| Fund manager & tenure | Agnes Hong / 1 Years |
| Minimal initial investment | $100.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 16.52% |
| Industrial materials | 11.97% |
| Healthcare | 11.67% |
| Energy | 10.68% |
| Hardware | 9.13% |
| AAPL Apple Inc | 2.48% |
| XOM Exxon Mobil Corporation | 2.38% |
| -- S+p 500 E Mini Index Futures Mar13 Xiom | 1.97% |
| GE General Electric Co | 1.35% |
| CVX Chevron Corp | 1.31% |
| IBM International Business Machines Corp | 1.25% |
| MSFT Microsoft Corporation | 1.21% |
| PG Procter & Gamble Co | 1.19% |
| JNJ Johnson & Johnson | 1.19% |
| GOOG Google, Inc. Class A | 1.16% |
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