Schwab Hedged Equity Select
Schwab Capital Trust 101 Montgomery St San Francisco, CA 94104
Map
Phone: 800-435-4000
| Category: | Long-Short | | Fund Family: | Schwab Funds | | Net Assets: | 313.40M | | Year-to-Date Return: | 12.56% | | Yield: | 0.09% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Sep-02 |
|
Jeffrey Mortimer
Lead Manager since
19-Jul-04 | | | Mortimer is a senior vice president and chief investment officer, equities, of Charles Schwab Investment Management inc. Prior to joining the firm in October 1997, he worked for more than eight years in asset management. Mortimer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market. The fund normally invests at least 80% of net assets in long and short positions in equity securities issues by U.S. companies. The fund typically purchases or sells short stocks of companies that have market capitalization of $1 billion or more at the time the stock is purchased or sold short. |
| Last Dividend
(23-Dec-08):
| 0.01 | | Last Cap Gain
(22-Dec-05):
| 0.26 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 336.83% |
|
| Expense | SWHEX | Category
Avg | | Total Expense Ratio: | %
| 2.14% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.51% | | Max Deferred Sales Load: | %
| 1.94% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,076 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,764 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $3,464 |
|
|
0.20% Nasdaq 
Profile
