Schwab Core Equity Fund™
 

Investment Objective

The Schwab Core Equity Fund seeks to outperform the S&P 500® Index1 over the long term while maintaining a similar level of volatility, offering the potential for above-average long-term growth with a level of investment risk similar to that of the stock market as a whole. The Fund seeks long-term capital growth.

Investment Strategy

U.S. Large-Cap Orientation

To pursue its goals, the Fund invests primarily in U.S. stocks, normally investing at least 80% of its net assets in equity securities of U.S. companies–generally those with market caps of approximately $500 million or more.

Driven by Schwab Equity Ratings®

The Fund uses Schwab Equity Ratings to aid its stock selection, which represents Schwab's point of view on the 12-month performance outlook for approximately 3,000 of the largest U.S.-headquartered stocks (by market capitalization) using a scale of A through F. It employs a disciplined methodology that evaluates each stock on the basis of investment criteria from four broad categories: fundamentals, valuation, momentum and risk. Generally, the Fund seeks to invest in stocks that are rated A or B at the time of purchase, but may purchase C-rated stocks for purposes of sector diversification.

Schwab Core Equity Fund
Share ClassTickerNet Expenses2Min. Investment
InvestorSWANX0.73%$100
Cumulative Growth of a $10,000 Investment (pre-tax)
Growth of $10,000 Investment as of         
Fund
Category

Distinguishing Characteristics and Benefits

  • The fund has the potential for above-average long-term growth, with investment risks that resembles those of the stock market as a whole
  • A moderate-risk choice for the large-cap portion of your asset allocation plan
  • A convenient, cost-efficient way to gain exposure to large-cap U.S. stocks

Investment Management Process

The portfolio management team employs a multifactor approach 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 the Fund. As such, Schwab Equity Ratings is just one component of stock evaluation; other essential factors also constitute the basis for portfolio construction and optimization. As an actively managed fund, the Schwab Core Equity Fund's allocations across sectors and specific holdings may vary from its benchmark, seeking to capitalize from selected over- and under-weightings based on market and economic considerations.

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)

Schwab Active Equity Funds

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Contact Us

Call your Schwab Funds representative at 877-824-5615