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Schwab Core Equity Fund (SWANX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:06AM EDT. Market open.
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Schwab Core Equity Fund
Schwab Capital Trust
211 Main Street
San Francisco, CA 94105
877-824-5615
Management Information
Wei Li,Lead Manager since June 13, 2013
Wei Li, Ph.D., CFA, Senior Portfolio Manager at Charles Schwab Investment Management Inc. Prior to joining CSIM in 2012, Ms. Li spent more than ten years at Barclays Global Investors (now known as BlackRock, Inc.), where she held a number of positions. From 2001 to 2009, she worked in various roles in the Global Advanced Active group, including portfolio management and quantitative research for both U.S. and international equity markets. After 2009, she worked in the defined contribution research and product development area for almost two years.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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
CategoryLarge Blend
Fund FamilySchwab Funds
Net Assets1.78B
YTD Return-7.18%
Yield0.69%
Morningstar Rating★★
Inception DateJun 30, 1996
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover97.00%
Average for CategoryN/A
Fees & Expenses
ExpenseSWANXCategory Average
Annual Report Expense Ratio (net)0.73%0.84%
Prospectus Net Expense Ratio0.73%N/A
Prospectus Gross Expense Ratio0.73%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection233N/A
5 Yr Expense Projection406N/A
10 Yr Expense Projection906N/A
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