Schwab E Equity Fund Quote
| SWANX Fund | USD 21.46 0.27 1.24% |
Performance12 of 100
| Odds Of DistressLess than 19
|
Schwab Core is trading at 21.46 as of the 15th of April 2024; that is -1.24 percent decrease since the beginning of the trading day. The fund's open price was 21.73. Schwab Core has less than a 19 % 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 E Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of March 2024 and ending today, the 15th of April 2024. Click here to learn more.
To pursue its investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80 percent of its net assets in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the funds otherwise uninvested cash assets. More on Schwab E Equity
Moving together with Schwab Mutual Fund
| 0.98 | LGILX | Laudus Large Cap | PairCorr |
| 0.91 | SWBRX | Schwab Target 2010 | PairCorr |
| 0.89 | SWCGX | Schwab Markettrack | PairCorr |
Schwab Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Schwab Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Schwab Funds, Large Growth Funds, Large Blend Funds, Large Blend, Schwab Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 27th of February 2023 |
| Fiscal Year End | October |
Schwab E Equity [SWANX] is traded in USA and was established 15th of April 2024. Schwab Core is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Schwab Funds family. This fund at this time has accumulated 1.31 B in assets with no minimum investment requirementsSchwab E Equity is currently producing year-to-date (YTD) return of 8.16% with the current yeild of 0.01%, while the total return for the last 3 years was 8.0%.
Check Schwab Core 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 E 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 E Equity Mutual Fund Constituents
| NVS | Novartis AG ADR | Stock | Health Care |
| ACN | Accenture plc | Stock | Information Technology |
| EXC | Exelon | Stock | Utilities |
| MSFT | Microsoft | Stock | Information Technology |
| CMCSA | Comcast Corp | Stock | Communication Services |
| MA | Mastercard | Stock | Financials |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Schwab Core Target Price Odds Analysis
Based on a normal probability distribution, the odds of Schwab Core jumping above the current price in 90 days from now is about 38.66%. The Schwab E Equity probability density function shows the probability of Schwab Core mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Schwab Core has a beta of 0.947. This usually implies Schwab E Equity market returns are sensitive to returns on the market. As the market goes up or down, Schwab Core is expected to follow. Additionally, schwab E Equity has an alpha of 0.0524, implying that it can generate a 0.0524 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Schwab Core to move above the current price in 90 days from now is about 38.66 (This Schwab E Equity probability density function shows the probability of Schwab Mutual Fund to fall within a particular range of prices over 90 days) .
Schwab Core Top Holders
| SWNRX | Schwab Target 2050 | Mutual Fund | Target-Date 2050 |
| SWQRX | Schwab Target 2065 | Mutual Fund | Target-Date 2060+ |
| SWDRX | Schwab Target 2030 | Mutual Fund | Target-Date 2030 |
| SWHRX | Schwab Target 2025 | Mutual Fund | Target-Date 2025 |
| SWCRX | Schwab Target 2020 | Mutual Fund | Target-Date 2020 |
| SWOBX | Schwab Balanced Fund | Mutual Fund | Allocation--50% to 70% Equity |
| SWIRX | Schwab Target 2035 | Mutual Fund | Target-Date 2035 |
Schwab E Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab Core market risk premium is the additional return an investor will receive from holding Schwab Core long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Schwab Core's alpha and beta are two of the key measurements used to evaluate Schwab Core's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5701 | |||
| Semi Deviation | 0.5935 | |||
| Standard Deviation | 0.7443 | |||
| Variance | 0.5539 |
Schwab Core Against Markets
Picking the right benchmark for Schwab Core mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Schwab Core mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Schwab Core is critical whether you are bullish or bearish towards Schwab E Equity at a given time. Please also check how Schwab Core's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Schwab Core without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Schwab Mutual Fund?
Before investing in Schwab Core, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Schwab Core. To buy Schwab Core fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab Core. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Schwab Core fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Schwab E Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Schwab E Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Schwab E Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Schwab E Equity?
The danger of trading Schwab E Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Schwab Core is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Schwab Core. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab E Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab E Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.