Schwab Core Equity FundSWANX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.5B
Expense ratio
0.73%
1-year return
+23.8%
3 years, a year
+17.9%
5 years, a year
+11.1%
Holdings
59
What it aims to do.
The fund seeks long-term capital growth.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 10.63% |
| GOOGL Alphabet Inc | 9.09% |
| MSFT Microsoft Corp | 7.57% |
| AAPL Apple Inc | 6.89% |
| AVGO Broadcom Inc | 5.48% |
| META Meta Platforms Inc | 4.39% |
| AMZN Amazon.com Inc | 4.15% |
| CAT Caterpillar Inc | 2.67% |
| LLY Eli Lilly & Co | 2.61% |
| V Visa Inc | 2.47% |
More on SWANX.
- SWANX overview
- SWANX holdings
- SWANX risk
- SWANX costs
- SWANX money in and out
- SWANX share classes
- Compare SWANX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.