Schwab Dividend Equity (SWDSX)
* As of 31-Oct-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.89%|
Performance & Risk
|5y Avg Return:||12.80%|
|Rank in Category (ytd):||61|
|% Rank in Category (ytd):||4.35%|
|Morningstar Risk Rating:||2|
The investment seeks current income and capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets in dividend paying common and preferred stocks. The fund seeks to provide current income from dividends that are eligible for the reduced tax rate on qualified dividend income. The fund also seeks to provide capital appreciation. View More