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SWMCX
Mutual Fund ticker: NASDAQ
AS OF
Oct 17 closing price
Price
$14.48
Change
+$0.04 (+0.28%)
Net Assets
2.19B

SWMCX Schwab ® US Mid-Cap Index Forecast, Technical & Fundamental Analysis

The investment seeks to track the performance of the Russell Midcap® Index... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CrowdStrike Holdings (NASDAQ:CRWD), Marvell Technology (NASDAQ:MRVL), Phillips 66 (NYSE:PSX).

Industry description

The investment seeks to track the performance of the Russell Midcap® Index. that measures the total return of mid capitalization U.S. stocks. To pursue its goal, the fund generally invests in securities that are included in the Russell Midcap® Index. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in securities included in the index. The Russell Midcap Index measures the performance of the mid-cap segment of the U.S. equity universe.

Market Cap

The average market capitalization across the Schwab ® US Mid-Cap Index MF is 88.31B. The market cap for tickers in the group ranges from 49.72B to 153.41B. APH holds the highest valuation in this group at 153.41B. The lowest valued company is PCAR at 49.72B.

Volume

The average weekly volume growth across all stocks in the Schwab ® US Mid-Cap Index MF was 21%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 31
Price Growth Rating: 66
SMR Rating: 100
Profit Risk Rating: 26
Seasonality Score: 29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Schwab Capital Trust211 Main StreetSan Francisco
Phone
N/A
Web
www.schwab.com
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SWMCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SWMCX has been closely correlated with VIMSX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if SWMCX jumps, then VIMSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SWMCX
1D Price
Change %
SWMCX100%
+0.28%
VIMSX - SWMCX
98%
Closely correlated
+0.18%
VMCPX - SWMCX
98%
Closely correlated
+0.17%
VIMAX - SWMCX
98%
Closely correlated
+0.18%
VMCIX - SWMCX
98%
Closely correlated
+0.18%
VEMPX - SWMCX
96%
Closely correlated
-0.23%
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