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    Schwab Core Equity (SWANX)

    19.24 Up 0.21(1.10%) May 25
    Prev Close:19.24
    YTD Return*:-2.63%
    Net Assets*:2.13B
    Yield*:1.67%

    * As of 30-Apr-16

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

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL3.83N/A
    PEP2.60N/A
    C2.58N/A
    MSFT2.38N/A
    GOOGL2.18N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.13B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.74%

    Performance & Risk

    YTD Return:-2.63%
    5y Avg Return:9.08%
    Rank in Category (ytd):93
    % Rank in Category (ytd):5.82%
    Beta (3y):1.06
    Morningstar Risk Rating:3

    Fund Summary

    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
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