Schwab Core Equity Fund

Type: Mutual Funds Symbol: SWANX Net Expense Ratio: 0.730%

Summary

Objective

The fund seeks long-term capital growth.

Highlights

  • An actively managed fund that can serve as part of the foundation of an investor's portfolio
  • A convenient way to gain exposure to the broad U.S. equities market
  • Seeks to deliver consistent, risk-adjusted excess return through a disciplined investment process that uses Schwab Equity Ratings® as one of several inputs
  • An experienced investment team evaluates securities based on three components: fundamentals, valuation, and momentum

Fund Details

Performance

Portfolio

Distributions