Schwab Hedged Equity (SWHEX)
* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.33%|
Performance & Risk
|5y Avg Return:||5.51%|
|Rank in Category (ytd):||23|
|% Rank in Category (ytd):||5.5%|
|Morningstar Risk Rating:||3|
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. 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