Schwab® International Core Equity Fund
 
Investment Team & Strategy>Equity>International Core Equity Fund

Investment Objective

The Schwab International Core Equity Fund seeks long-term capital growth by primarily investing in equities of publicly traded companies in select countries outside the United States.

Investment Strategy

The Schwab International Core Equity Fund employs Schwab's proprietary International Stock Research to identify and select stocks outside the U.S. with promising growth opportunities. Developed by the Schwab Center for Financial Research, it is a disciplined approach to stock evaluation that uses factors Schwab believes to be indicative of future performance. The research evaluates more than 6,000 stocks in the 21 developed countries comprising the MSCI Europe, Australasia and Far East (EAFE) Index, along with additional non-EAFE countries. Fund managers utilize portfolio optimization techniques to continually monitor and adjust their selection of stocks. This Fund is designed to serve as a core international holding in a diversified investment portfolio, taking advantage of the huge market capitalization that lies outside the U.S.

Schwab International Core Equity Fund
Ticker Net OER1 Min. Investment
SICNX 0.86% $100
Cumulative Growth of a $10,000 Investment (pre-tax)
Growth of $10,000 Investment as of         
Fund
Category

Distinguishing Characteristics and Benefits

  • Provides the potential for long-term growth with a risk profile similar to that of the MSCI EAFE Index.
  • Provides access to Schwab's proprietary international stock research
  • Actively managed to take advantage of the growth potential in international equity
  • Offers great value with competitive fees

Investment Management Process

Charles Schwab Investment Management actively manages the Schwab International Core Equity Fund, applying Schwab's proprietary, disciplined stock research to investment identification and selection. The Fund managers employ a multi-factor optimization process to construct and manage the portfolio, seeking the optimal balance of risks and expected returns.

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)

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Call your Schwab Funds representative at 877-824-5615