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 Dow Down 0.72% Nasdaq Down 0.50%

Schwab Core Equity (SWANX)

24.94 Down 0.07(0.28%) Jul 25
Prev Close:25.01
YTD Return*:7.86%
Net Assets*:2.39B
Yield*:0.85%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for SWANX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WFC3.1817.56
PFE2.63-0.10
PEP2.528.94
OXY2.479.61
ADM2.334.45

Fund Basics

Morningstar Overall Rating:
Total Assets:2.39B
Category:Large Blend
Annual Report Expense Ratio (net):0.72%

Performance & Risk

YTD Return:7.86%
5y Avg Return:17.16%
Rank in Category (ytd):15
% Rank in Category (ytd):0.91%
Beta (3y):1.06
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in equity securities of U.S. companies. It will 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. To aid its stock selection, it uses Schwab Equity Ratings®. For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100% of its assets in cash, money market instruments, repurchase agreements and other short-term obligations. View More
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