Schwab Core Equity (SWANX - Free Report) a Zacks Rank #2 (Buy) invests at least 80% of its assets in equity securities of U.S. stocks. The fund offers dividends and capital gains annually.
This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Intermediate Bond. Further, as of the last filing, Alphabet Inc., Apple Inc. and Merck & Co. were the top holdings for SWANX.
The Schwab Core Equity fund, managed by Schwab Funds, carries an expense ratio of 0.73% and requires a minimal initial investment of $100.
SWANX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 18.7%, 3 year 9.36% and 5 year 12.69%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
SWANX’s performance, as of the last filing, when compared to funds in its category was in the top 46% in 1 year, top 23% over the past 3 years, and in the 40% over the past 5 years.
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