The fund’s market capitalization includes roughly 45% giant-, 35% large- and 17% mid-cap companies, with the remainder in small firms. Stewart Capital Advisors, LLC Jul 30, 2014, 04:22 ET. Schwab U.S. Schwab MarketTrack Growth Portfolio SWHGX seeks … The ‘cap’ in the midcap stands for market capitalization which is the total value of the … ETF Issuer Fund Flow League Table. A Mid cap fund is an investment fund that predominantly invests in companies with medium market capitalization. The fund has a 0.05% expense ratio and requires a minimum investment … Charles Schwab and all other ETF issuers are ranked based on their aggregate 3-month fund flows. The Vanguard Mid-Cap Index Fund Admiral Shares is a low-cost fund that provides broad exposure to mid-cap equities. *Tracks the Dow Jones U.S. Large-Cap Total Stock Market Index **Offered by iShares, trades would cost $4.95 with Schwab. In tax-advantaged accounts, I prefer the index mutual … The Fund attempts to replicate the Russell Midcap Index and … Unlike actively-managed funds, … Morningstar has given a 4-star rating to SWTSX. Schwab U.S. Broad Market ETF (SCHB) One of the younger funds in this list, but still a performer, … The Fund generally invests in securities that … Schwab offers several straightforward market-capitalization ETFs that offer easy ways to invest in large-cap, mid-cap, and small-cap companies trading on the U.S. stock market, or the entire U… Mutual fund redemptions may require more selling at the fund level. A straightforward, low-cost fund with no investment minimum The Fund can serve as part of the core of a diversified portfolio Simple access to the performance of U.S. small-cap equities Invests in approximately 2,000 small-cap … Schwab Small Cap Index is one of the cheapest small-cap funds available, but there are better index alternatives. Start a 14-Day Free Trial This can result in realizing gains on the fund’s securities, which must be passed through to shareholders. Fund Summary for SCHM SCHWAB US MID-CAP ETF The Schwab U.S. Mid-Cap ETF seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total … Schwab 1000 Index® Fund (SNXFX) If you’re not yet familiar with the Schwab 1000 index, this proprietary index tracks both large-cap and mid-cap stocks, ranking the largest US stocks by … The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The fund carries a Zacks Mutual Fund Rank #2 and has an annual expense ratio of 0.73%, which is below the category average of 0.94%. The Fund seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index. Schwab US Mid Cap Index Fund: SWMCX.04% Schwab Small Cap Index Fund: SWSSX.04% Schwab International Index Fund: SWISX.06% The Schwab 1000, Schwab Small Cap, and Schwab International index mutual funds are benchmarked to proprietary benchmarks created by Schwab… Schwab S&P 500 Index Fund (SWPPX) Like all funds that track the S&P 500, Schwab's version is passively managed and seeks to achieve the same returns as the large-cap … Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The fund's net expense ratio is 0.03% compared with the category average of 1.08%. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for … Schwab … Large-cap U.S. stocks have been the hottest section of the global market in the last few years, so it makes sense to… Analyze the Fund Schwab Small Cap Index Fund ® having Symbol SWSSX for type mutual-funds and perform research on other mutual funds. In general, I prefer the use of index ETFs over index mutual funds in taxable accounts because they have better tax treatment. Schwab Small-Cap Equity Fund This fund is downright expensive at first glance, carrying an annual expense ratio of 1.10% -- a tough hill to climb to achieve market-beating returns. The fund owns 700 companies and charges a 0.25% … Learn more about mutual funds at fidelity.com. The Fund seeks to track the performance of a benchmark index that measures the total return of mid capitalization US stocks. Schwab U.S. Dividend Equity ETF (SCHD) Expense ratio: 0.06% Home to $9.5 billion in assets under … This ETF is one of several ETFs available that offers exposure to mid cap U.S. stocks, an asset … Artisan Mid Cap Fund Investor Class ARTMX: ... Schwab's short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab's Mutual Fund OneSource® service (and certain other funds with no transaction fee) and held for 90 days or less. 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