The investment seeks to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market IndexSM. The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally gives the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.
U.S. News evaluated 1,257 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
SWTSX is not currently ranked.
Trailing Total Returns Monthly
|S&P 500 TR USD||2.38||5.5||19.19||36.45|
|+/- S&P 500 TR USD||-0.67||-0.74||-1.57||2.43|
|+/- Category (LB)||-0.3||0.02||-0.9||2.16|
|Rank in Category||72||58||75||28|
The fund has returned 38.88 percent over the past year, 18.02 percent over the past three years, 17.30 percent over the past five years, and 15.08 percent over the past decade.
Fees are Below Average compared to funds in the same category. Schwab Total Stock Market Index Fund® has an expense ratio of 0.03 percent.
Net Expense Ratio
Category Average: 0.89%*
Category Average: 0.52%*
Risk is Above Average compared to funds in the same category according to Morningstar.
Volitility measures reflect the uncertainty or risk of change in a security`s value.
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