Schwab Financial Services (SWFFX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.90%|
Performance & Risk
|5y Avg Return:||13.66%|
|Rank in Category (ytd):||75|
|% Rank in Category (ytd):||72.82%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital growth.
To pursue its goal, the fund primarily invests in equity securities issued by companies in the financial services sector. The financial services sector may include, for example, asset management firms, brokerage companies, commercial banks, financial services firms, insurance companies, real estate investment trusts (REITs), and savings and loan associations. View More