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Schwab Total Stock Market Index Fund (SWTSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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73.54-0.64 (-0.86%)
At close: 08:01PM EDT

Schwab Total Stock Market Index Fund

Schwab Capital Trust

211 Main Street

San Francisco, CA 94105

Management Information
Ferian Juwono,Lead Manager since February 27, 2013
M. Bliss est gestionnaire principal de portefeuille pour BGI depuis 2005 et a été gestionnaire de portefeuille de 2004 à 2005. Il porte le titre de CFA.
Morningstar Style Box
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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

CategoryLarge Blend
Fund FamilySchwab Funds
Net Assets19.09B
YTD Return-8.28%
Morningstar Rating★★★★
Inception DateMay 31, 1999

Fund Operations

Last Dividend1.08
Last Cap Gain0.00
Holdings Turnover4.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSWTSXCategory Average
Annual Report Expense Ratio (net)0.03%0.84%
Prospectus Net Expense Ratio0.03%N/A
Prospectus Gross Expense Ratio0.03%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection10N/A
5 Yr Expense Projection17N/A
10 Yr Expense Projection39N/A