Schwab Financial Services (SWFFX)
* As of 28-Feb-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:||12.44%|
|Rank in Category (ytd):||49|
|% Rank in Category (ytd):||49%|
|Morningstar Risk Rating:||3|
The investment seeks long-term capital growth.
The fund invests at least 80% of its net assets in equity securities issued by companies in the financial services sector. It generally invests in U.S. companies and may invest in companies of all sizes. To aid its stock selection, the fund uses Schwab Equity Ratings®. It may buy and sell portfolio securities actively. 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