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Overview of Schwab Dividend Equity Fund (SWDSX) - Best of Funds

Schwab Dividend Equity ( SWDSX ) a Zacks Ranked #2 (Buy) seeks high current income and capital growth over the long-term. SWDSX invests a large chunk of its assets common and preffered stocks of companies that are believed to pay dividend. SWDSX attains its objective to provide current income through dividends.

This Large Value fund, as of the last filing, allocates their fund in four major groups; Large Value, Intermediate Bond, Large Growth and Foreign Stock. Further, as of the last filing, Pfizer Inc, JPMorgan Chase & Co and Merck & Co. Inc were the top holdings for SWDSX.

The Schwab Dividend Equity, managed by Schwab Funds , carries an expense ratio of 0.89. Moreover, SWDSX requires a minimal initial investment of $100.

SWDSX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 9.48%, 3 year 18.30%, and 5 year 15.28%. To see how this fund performed compared in its category, please click here .

SWDSX's performance, as of the last filing, when compared to funds in its category was in the top 11% in 1 year, top 10% over the past 3 years, and in the 12% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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