Schwab offers a range of actively managed equity funds to meet a variety of investor goals, all designed to outperform their respective benchmark while moderating risk. Underlying each of Schwab's actively managed equity funds is Schwab Equity Ratings®, Schwab's proprietary, systematic and disciplined stock research methodology that objectively rates more than 3,000 U.S.-headquartered stocks.
Each with a different focus–from the broad Schwab Core Equity Fund to funds focusing on specific sectors–Schwab's active equity funds invest in stocks that fund managers believe will exceed market expectations. The portfolio management team employs a multifactor optimization process to finding what it believes is the right blend of risk and reward, not only within each individual stock but also with regard to how such stocks fit together to satisfy the investment style and risk profile of each fund.
The funds' allocations across sectors and specific holdings may vary from their benchmark, seeking to capitalize from selected over- and under-weightings based on market and economic considerations.
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.