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Schwab Total Stock Market Index Fd Select Shs A Series Of Schwab Capit: (MF: SWTSX)
(NASDAQ Mutual Funds) As of Sep 19, 2025 08:00 PM ET
$16.15 USD
+0.06 (0.37%)
Zacks MF Rank
NA
Fund Description
The fund generally invests in stocks included in the Dow Jones U.S. Total Stock Market Index, maintaining a policy to invest at least 80% of its net assets in these securities under normal circumstances. While the fund typically mirrors the index's stock weightings, adjustments may be made to accommodate liquidity, tax considerations, or to avoid odd-lot purchases. The investment adviser may also anticipate changes in index composition by buying or selling securities accordingly.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Schwab Total Stock Market Index | SWTSX | NA | NA | 0.00 | 0.00 | 0.03 | 0.03 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Schwab Total Stock Market | SWTSX | 16.15 | 6/1/1999 | 1.11 | 15.86 | 18.81 | 14.03 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Schwab Total Stock Market Index | SWTSX | 0 | 0 | 0 | A |
Contact Information
| Family | Schwab Funds |
| Address | 101 Montgomery St San Francisco, CA 94104 |
| Phone | 800 407-0256 |