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Schwab Fundamental Emerging Markets Large Company Index Fund (SFENX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.18-0.05 (-0.61%)
At close: 08:00PM EDT

Schwab Fundamental Emerging Markets Large Company Index Fund

Schwab Capital Trust

211 Main Street

San Francisco, CA 94105

Management Information
Chuck Craig,Lead Manager since April 25, 2017
Chuck Craig, CFA, is s Senior Portfolio Manager for Charles Schwab Investment Management, Inc. Prior to joining CSIM in 2012, Mr. Craig worked at Guggenheim Funds (formerly Claymore Group), where he spent over five years as a managing director of portfolio management & supervision, and three years as vice president of product research and development. Prior to that, he worked as an equity research analyst at First Trust Portfolios (formerly Niké Securities), and a trader and analyst at PMA Securities, Inc.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryDiversified Emerging Mkts
Fund FamilySchwab Funds
Net Assets679.55M
YTD Return-6.58%
Morningstar Rating★★
Inception DateJan 30, 2008

Fund Operations

Last Dividend0.09
Last Cap Gain0.00
Holdings Turnover32.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSFENXCategory Average
Annual Report Expense Ratio (net)0.39%1.23%
Prospectus Net Expense Ratio0.39%N/A
Prospectus Gross Expense Ratio0.39%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection125N/A
5 Yr Expense Projection219N/A
10 Yr Expense Projection493N/A