The ticker symbol SCMPX often leads to confusion, as it does not correspond to a standard retail mutual fund within the Schwab lineup. Most investors searching for Schwab’s small-cap index options are actually looking for the Schwab Small-Cap Index Fund (SWSSX).
However, if you are looking for the small-cap mutual fund that anchors many Schwab brokerage accounts and retirement plans, here is everything you need to know about its strategy, costs, and performance. Core Investment Strategy
Target Index: The fund typically tracks the Russell 2000 Index, a widely recognized benchmark for small-cap U.S. stocks.
Diversification: It provides exposure to approximately 2,000 small-cap companies across various sectors, including healthcare, technology, and financials.
Market Position: Small-cap stocks generally represent the bottom 10% of the U.S. equity market by capitalization. These companies often offer higher growth potential than large-caps but come with increased market volatility. Key Performance & Cost Metrics How to start investing at Schwab
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