Schwab Equity Funds
 

Schwab offers a wide range of mutual funds including active equity funds, an international equity fund, equity index funds, fundamental index funds and real estate funds to meet a variety of investor needs. All Schwab equity funds are designed to seek long-term capital appreciation.

Investment Strategy

Our portfolio management team employs a disciplined investment methodology that focuses on the current market environment, historical analysis and time-tested strategies.

Risk management is another cornerstone of our fund management, which employs sophisticated technology to enhance decision making, continually examining different portfolio models. Our goal is to assume risk balanced by reasonable return potential.

Investment Management Team

Charles Schwab Investment Management, Inc. (CSIM) is the investment adviser for all of the Schwab Equity Funds. CSIM portfolio managers bring experience from a variety of backgrounds and work together with CSIM analysts and traders to provide a level of perspective and insight that we believe is more effective than can come from a single manager.

Schwab Equity Funds Line-Up

Fundamental Index™ Funds

Schwab's Fundamental Index Funds are equity index funds with a different orientation: While most equity indices are generally weighted by market capitalization, the Fundamental Index series selects and weights stocks based on fundamental financial measures. Schwab is the exclusive equity mutual fund (non-ETF) provider in the United States of this index series. Learn More ›

Real Estate Funds

In one of a limited number of global real estate funds in the world, the Schwab Global Real Estate Fund™ provides a liquid way to own real estate, a reliable income stream and professional management. Guided by a team of professional managers specializing in real estate, the Fund uses Schwab's propriety research and rating model to identify, select and invest in real estate securities worldwide. Learn More >

Active Equity Funds

Schwab's active equity funds seek to outperform their respective benchmark while moderating risk. Underlying each equity fund is Schwab Equity Ratings®. Schwab's proprietary, systematic and disciplined stock research methodology that objectively rates more than 3,000 U.S.-headquartered stocks. Learn More >

International Equity Fund

The Schwab International Core Equity Fund invests in equities of publicly-traded companies in selected countries outside of the United States. To aid its stock selection, the fund uses Schwab's proprietary international stock research, which covers over 6,000 stocks in 32 foreign countries. Learn More >

Equity Index Funds

Schwab's equity index funds employ an indexing strategy to track the performance of their respective benchmark indices. Schwab's equity index funds generally offer long-term growth potential, reduced risk through market diversification, low turnover, and lower expenses than actively managed funds. Learn More >

Investment Management Team

Jonas Svallin, CFA

Managing Director, Head of Disciplined Active Equity Strategies
Full Bio>
 
Investment Management Bio

Jonas Svallin, CFA

Managing Director, Head of Disciplined Active Equity Strategies

Jonas Svallin is a Managing Director and Head of Disciplined Active Equity Strategies for Charles Schwab Investment Management, Inc. (CSIM). Mr. Svallin leads the portfolio management team of Schwab’s disciplined active equity funds, which comprise the Schwab Active Equity Funds and Schwab Global Real Estate Fund. He also has overall responsibility for all aspects of the management of the funds. Prior to joining CSIM in 2012, Mr. Svallin spent nearly three years as a partner and a director of quantitative analytics and research at Fiduciary Research & Consulting, where he provided oversight of quantitative analytics and risk management efforts. From 2003 to 2009, Mr. Svallin was a principal and head portfolio manager at Algert Coldiron Investors (ACI). Prior to joining ACI, Mr. Svallin worked as a quantitative research associate at RCM Capital Management and a senior consultant at FactSet Research Systems.

Mr. Svallin earned an MA in International Economics and Finance from Brandeis University, and a BS in Finance from Western New England University. He is a CFA charterholder and a member of the CFA Society of San Francisco.

0213-0942

Wei Li, Ph.D., CFA

Managing Director, Senior Portfolio Manager
Full Bio>
 
Investment Management Bio

Wei Li, Ph.D., CFA

Managing Director, Senior Portfolio Manager

Wei Li is a Managing Director and Senior Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). She is responsible for the day-to-day co-management of the Schwab Active Equity Funds and Schwab Global Real Estate Fund.

Prior to joining CSIM in 2012, Ms. Li spent more than ten years at BlackRock, Inc. (formerly Barclays Global Investors), 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.

Ms. Li earned a Ph.D. in Statistics from the University of California, Berkeley, an MS in Mathematics from Iowa State University, and a BS in Computer Science from the University of Science and Technology of China. She is a CFA charterholder.

(0713-4842)

Agnes Hong, CFA

Managing Director, Head of Passive Equity Strategies
Full Bio>
 
Investment Management Bio

Agnes Hong, CFA

Managing Director, Head of Passive Equity Strategies

Agnes Hong is a Managing Director and Head of Passive Equity Strategies for Charles Schwab Investment Management, Inc. (CSIM). Ms. Hong leads the portfolio management teams of Schwab's passive equity funds and ETFs, which comprise the Schwab Equity Index Funds, the Schwab Fundamental Index Funds, and the Schwab Equity ETFs. She also has overall responsibility for all aspects of the management of the funds. Prior to joining CSIM in 2009, Ms. Hong spent five years as a portfolio manager at Barclays Global Investors (subsequently acquired by BlackRock), where she managed institutional index funds and quantitative active funds. Prior to that, Ms. Hong worked in management consulting and product management, servicing global financial services clients.
 
Ms. Hong earned an MBA in Finance from the Wharton School at the University of Pennsylvania, and a BS in Computer Science and Accounting from the University of New South Wales (Sydney, Australia).  She is a CFA charterholder, and a member of the CFA Society of San Francisco.

0213-0942

Ferian Juwono, CFA

Managing Director, Senior Portfolio Manager
Full Bio>
 
Investment Management Bio

Ferian Juwono, CFA

Managing Director, Senior Portfolio Manager

Ferian Juwono is a Managing Director and Senior Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for the day-to-day co-management of the Schwab Fundamental Index Funds, Schwab Equity Index Funds, and the Schwab Equity ETFs. Prior to joining CSIM in 2010, Mr. Juwono worked at BlackRock (formerly Barclays Global Investors), where he spent over three years as a portfolio manager, managing equity index funds for institutional clients, and nearly two years as a senior business analyst. Prior to that, Mr. Juwono worked for over four years as a senior financial analyst with Union Bank of California. 
 
Mr. Juwono earned an MBA with a concentration in Finance from California State University, Los Angeles. He is also a CFA charterholder and a member of the CFA Institute and the CFA Society of San Francisco.

(0213-1623)

Ron Toll

Portfolio Manager
Full Bio>
 
Investment Management Bio

Ron Toll

Portfolio Manager

Ron Toll is a Portfolio Manager for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for the day-to-day co-management of the Schwab Fundamental Index Funds and the Schwab Equity Index Funds. Mr. Toll has been a portfolio manager with CSIM since 2007, and has held a number of positions at the firm since beginning his tenure in 1998.  His previous roles include serving as a manager in Portfolio Operations, and as a manager in Portfolio Operations and Analytics.

Mr. Toll earned a BS in Agricultural and Managerial Economics from the University of California, Davis.

0213-0942

 

Schwab Equity Funds

Contact Us

Call your Schwab Funds representative at 877-824-5615