Schwab Premier Equity Select
Schwab Capital Trust 101 Montgomery St San Francisco, CA 94104
Map
Phone: 800-435-4000
| Category: | Large Blend | | Fund Family: | Schwab Funds | | Net Assets: | 367.86M | | Year-to-Date Return: | 17.36% | | Yield: | 0.70% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Mar-05 |
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Jeffrey Mortimer
Lead Manager since
21-Mar-05 | | | 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 |
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| The investment seeks long-term capital growth. The fund invests primarily in U.S. common stocks. It normally invests at least 80% of net assets in stocks of U.S. companies. The fund generally seeks to invest in the stocks of approximately 100 companies, but may hold fewer or more stocks at a particular time. It may invest in companies of all sizes. The fund uses Schwab Equity Ratings to aid its stock selection. |
| Last Dividend
(23-Dec-08):
| 0.06 | | Last Cap Gain
(20-Dec-07):
| 0.86 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | SWPSX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.10% Nasdaq 
0.27%
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