Schwab Small-cap is trading at 19.63 as of the 16th of April 2024; that is -1.31 percent down since the beginning of the trading day. The fund's open price was 19.89. Schwab Small-cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Schwab Small Cap Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in small-cap equity securities. Schwab Small-Cap is traded on NASDAQ Exchange in the United States. More on Schwab Small Cap Equity
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Schwab Small-cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Schwab Small-cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Schwab Small Cap Equity [SWSCX] is traded in USA and was established 16th of April 2024. Schwab Small-cap is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Schwab Funds family. This fund at this time has accumulated 544.25 M in assets with no minimum investment requirementsSchwab Small Cap is currently producing year-to-date (YTD) return of 2.4% with the current yeild of 0.0%, while the total return for the last 3 years was 3.73%.
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Instrument Allocation
Top Schwab Small Cap Equity Mutual Fund Constituents
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Schwab Small-cap market risk premium is the additional return an investor will receive from holding Schwab Small-cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Schwab Small-cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Schwab Small-cap's alpha and beta are two of the key measurements used to evaluate Schwab Small-cap's performance over the market, the standard measures of volatility play an important role as well.
Picking the right benchmark for Schwab Small-cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Schwab Small-cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Schwab Small-cap is critical whether you are bullish or bearish towards Schwab Small Cap Equity at a given time. Please also check how Schwab Small-cap's historical prices are related to one of the top price index indicators.
Our tools can tell you how much better you can do entering a position in Schwab Small-cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.
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Before investing in Schwab Small-cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Schwab Small-cap. To buy Schwab Small-cap fund, you can follow these steps:
Choose a brokerage firm: You need to select a brokerage firm to buy shares of Schwab Small-cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
Fund your account: You will need to deposit funds into your brokerage account to purchase Schwab Small-cap fund. You can do this by transferring funds from your bank account or other investment accounts.
Place your order: Once you have located Schwab Small Cap Equity fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
Monitor your investment: After you have purchased Schwab Small Cap Equity fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Schwab Small Cap Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
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The danger of trading Schwab Small Cap Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Schwab Small-cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Schwab Small-cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Schwab Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Small Cap Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Schwab Small Cap information on this page should be used as a complementary analysis to other Schwab Small-cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Please note, there is a significant difference between Schwab Small-cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Small-cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Small-cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.