SWDSX Mutual Fund Price & Analysis
SWDSX Mutual Fund Chart & Stats
$18.13
-$0.04(-0.22%)
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Previous Close$18.13
Sub-CategoryDividend and Income
Total Liabilities525.13K
Next Dividend Ex-DateN/A
Expense Ratio0.89%
Holding Count63
Brandschwab capital trust
Dividend Yield
(―)CategoryEquity
Total Assets583.53M
Shares OutstandingN/A
52-Week Range$15.00 - $19.16
SWDSX Mutual Fund News
SWDSX Mutual Fund Smart Score
Neutral
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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.
4.80%
Broadcom Inc.
4.06%
Morgan Stanley
3.94%
Walmart Inc.
3.21%
Microsoft
3.20%
Exxon Mobil Corp.
2.94%
International Business Machines Corporation
2.90%
Coca-cola Company
2.90%
Duke Energy
2.72%
BlackRock Inc.
2.60%
Total33.26%