Schwab MarketTrack All Equity
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Large Blend | | Fund Family: | Schwab Funds | | Net Assets: | 478.51M | | Year-to-Date Return: | 23.48% | | Yield: | 2.14% | | Morningstar Rating: |  | | Fund Inception Date: | 20-May-98 |
|
Caroline Lee
Lead Manager since
28-Feb-08 | | | Lee is managing director and portfolio manager of Charles Schwab Investment Management, Inc. Prior to joining the firm in November 2005, she worked in asset management for over four years over-seeing sub-advisor relationships in the pension group of a major corporation. Lee has also had three years of previous experience in investment management at another financial services firm. |
| 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 |
|
| |
| The investment seeks high capital growth through all-stock portfolio. The fund typically invests substantially all assets in equity securities. It normally invests at least 80% of net assets in stock investments. The fund usually invests 45% of assets in large-cap equities, 30% in international stocks and 25% in small-cap equities. |
| Last Dividend
(31-Dec-08):
| 0.23 | | Last Cap Gain
(31-Dec-08):
| 0.52 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
|
| Expense | SWEGX | Category
Avg | | Total Expense Ratio: | 0.64%
| 1.09% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 205 | $774 | | 5 Yr Expense Projection*: |
$ 357 | $1,287 | | 10 Yr Expense Projection*: |
$ 798 | $2,366 |
|
|
1.48% Nasdaq 
Profile
