Schwab Fdmtl US Sm Mid Co Idx TM Instl
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-407-0256
| Category: | Small Blend | | Fund Family: | Schwab Funds | | Net Assets: | 297.57M | | Year-to-Date Return: | 37.04% | | Yield: | 0.89% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Apr-07 |
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Jeffrey Mortimer
Lead Manager since
02-Apr-07 | | | 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: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks investment results that correspond generally to the price and yield of the FTSE RAFI U.S. Mid-Small 1500 index. The fund may invest at least 90% of net assets in stocks that are included in the FTSE RAFI U.S. Mid-Small 1500 index. The fund may use an "indexing" investment approach, which attempts to replicate, before expenses, the performance of the Index by purchasing a basket of securities that compose the Index. It also may invest in futures contracts and lend its securities to minimize the gap in performance that exists between any index fund and its corresponding index. |
| Last Dividend
(10-Dec-08):
| 0.07 | | Last Cap Gain
(11-Dec-07):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 92.45% |
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| Expense | SFSNX | Category
Avg | | Total Expense Ratio: | 0.35%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 113 | $618 | | 5 Yr Expense Projection*: |
$ 197 | $996 | | 10 Yr Expense Projection*: |
$ 443 | $2,008 |
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1.45% Nasdaq 
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