Schwab Dividend is trading at 17.21 as of the 1st of December 2024; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 17.17. Schwab Dividend has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Schwab Dividend Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in dividend paying common and preferred stocks. It primarily invests in U.S. companies, but may invest up to 20 percent of its net assets in the stocks of publicly traded companies located in countries other than the United States. More on Schwab Dividend Equity
Schwab Dividend Equity [SWDSX] is traded in USA and was established 1st of December 2024. Schwab Dividend is listed under Schwab Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Schwab Funds family. This fund at this time has accumulated 493.1 M in assets with no minimum investment requirementsSchwab Dividend Equity is currently producing year-to-date (YTD) return of 22.07% with the current yeild of 0.02%, while the total return for the last 3 years was 8.58%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Schwab Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Schwab Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Schwab Dividend Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Schwab Dividend Equity Mutual Fund Constituents
Other Information on Investing in Schwab Mutual Fund
Schwab Dividend financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Dividend security.