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Schwab Dividend Equity Fund - Select Shares: (MF: SWDSX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$16.46 USD

+0.20 (1.23%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for SWDSX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Schwab Dividend Equity SWDSX NA NA 0.00 0.00 0.62 0.89

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Schwab Dividend Eqty Fund SWDSX 16.46 9/2/2003 1.81 12.89 7.64 15.79

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Schwab Dividend Equity SWDSX 0 0 0 Q

Contact Information

Family Schwab Funds
Address 101 Montgomery St
San Francisco, CA 94104
Phone 800 407-0256