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SWDSX Mutual Fund Price & Analysis

The Schwab Dividend Equity Fund - Select Shares (SWDSX) is a mutual fund that focuses on investing in dividend-paying stocks. This fund is managed by Charles Schwab Investment Management and aims to provide investors with a steady stream of income through a portfolio of high-quality, dividend-paying companies. The fund primarily invests in large-cap stocks and may also include some mid-cap and small-cap stocks. With a low expense ratio and a history of consistent dividend payments, SWDSX is a suitable option for investors seeking both income and long-term growth potential.

SWDSX Mutual Fund Chart & Stats

SWDSX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
JPMorgan Chase & Co.
4.84%
Exxon Mobil Corp.
3.71%
Broadcom Inc.
3.66%
Coca-cola Company
3.10%
Chevron
3.04%
Morgan Stanley
3.03%
Philip Morris International
3.01%
Microsoft
2.86%
Lockheed Martin
2.78%
Procter & Gamble Company
2.77%
Total32.81%

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