The Schwab Fundamental US Small Company Index Fund seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell Fundamental U.S. Small Company Index.
The Fund primarily invests in stocks that are included in the Russell Fundamental U.S. Small Company Index. The Index measures the performance of the small company size segment by fundamental overall company scores, which are created using as the universe the companies in the Russell 3000 Index. The index is compiled and calculated by Russell Investments in conjunction with Research Affiliates LLC. (The method of calculating the components of the index is subject to change.)
Charles Schwab Investment Management has an exclusive license to broadly offer investment companies tracking certain Indexes within the Russell Fundamental Index Series.
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