Schwab Core Equity (SWANX)
* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.74%|
Performance & Risk
|5y Avg Return:||9.08%|
|Rank in Category (ytd):||93|
|% Rank in Category (ytd):||5.82%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital growth.
The fund invests primarily in U.S. stocks. It pursues its goal by investing at least 80% of its net assets in equity securities of U.S. companies. The managers expect to hold the common stocks of U.S. companies that have market capitalizations of approximately $500 million or more. The fund seeks to assemble a portfolio with long-term performance that will exceed that of the S&P 500® Index. View More