Schwab Core is trading at 22.36 as of the 19th of March 2025; that is 0.49 percent up since the beginning of the trading day. The fund's open price was 22.25. Schwab Core has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. 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
Schwab E Equity [SWANX] is traded in USA and was established 19th of March 2025. 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 0.21% with the current yeild of 0.0%, while the total return for the last 3 years was 10.81%.
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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.
Other Information on Investing in Schwab Mutual Fund
Schwab Core financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Core security.