Schwab Small-Cap Equity Select
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Small Blend | | Fund Family: | Schwab Funds | | Net Assets: | 201.74M | | Year-to-Date Return: | 15.20% | | Yield: | 0.04% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-03 |
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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: | NaN | | 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 normally invests at least 80% of net assets in small-cap equity securities. Typically, it invests in small-cap stocks that have market capitalizations of up to $2.5 billion or that are included in the Russell 2000 index at the time the stock is purchased. The fund seeks to assemble a portfolio with long-term performance that will exceed that of the Russell 2000 index. |
| Last Dividend
(23-Dec-08):
| 0.00 | | Last Cap Gain
(20-Dec-07):
| 1.07 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 92.45% |
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| Expense | SWSCX | Category
Avg | | Total Expense Ratio: | 1.12%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 356 | $618 | | 5 Yr Expense Projection*: |
$ 617 | $996 | | 10 Yr Expense Projection*: |
$ 1,363 | $2,008 |
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0.16% Nasdaq 
0.31%
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