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    Schwab Hedged Equity (SWHEX)

    16.58 Down 0.33(1.95%) Sep 1
    Prev Close:16.91
    YTD Return*:2.63%
    Net Assets*:211.89M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for SWHEX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.67N/A
    PFE2.33N/A
    MOH2.18N/A
    EA2.15N/A
    AMGN2.08N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:211.89M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.33%

    Performance & Risk

    YTD Return:2.63%
    5y Avg Return:8.87%
    Rank in Category (ytd):39
    % Rank in Category (ytd):8.44%
    Beta (3y):0.66
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market. To pursue its investment objective, the fund establishes long and short positions in equity securities issued by U.S. companies. Under normal circumstances it will invest at least 80% of its net assets in equity securities issued by U.S. companies; typically, the actual percentage will be higher. The fund typically purchases or sells short stocks of companies that have market capitalizations of $1 billion or more at the time the stock is purchased or sold short. View More
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