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SWDSX Mutual Fund Price & Analysis
SWDSX Mutual Fund Chart & Stats
Previous Close$16.2
Sub-CategoryDividend and Income
Total Liabilities454.77K
Last Dividend Ex-Date
Dec 17, 2024Expense Ratio0.88%
Holding Count58
Brandschwab capital trust
Dividend Yield
(2.04%)CategoryEquity
Total Assets527.66M
Shares OutstandingN/A
52-Week Range$14.10 - $17.21
SWDSX Mutual Fund News
PremiumCompany Announcements
Broadcom Inc. Faces Stock Volatility and Legal Risks Amid Market Dynamics
PremiumCompany Announcements
Morgan Stanley Announces Board Changes Amid Leadership ShiftsSWDSX Mutual Fund Smart Score
Outperform
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Learn more about TipRanks 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
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%