Schwab Dividend Equity Fund

Type: Mutual Funds Symbol: SWDSX Net Expense Ratio: 0.890%

Summary

Objective

The fund seeks current income and capital appreciation.

Highlights

  • An actively managed fund that seeks to provide a higher dividend yield but similar risk profile than the fund’s comparative index
  • A convenient way to take advantage of the reduced tax rate on qualified dividend income
  • Seeks to deliver consistent, risk-adjusted excess return through a disciplined investment process that uses Schwab Equity Ratings® and Schwab's proprietary international stock research as one of several inputs
  • An experienced investment team evaluates securities based on three components: fundamentals, valuation, and momentum

Fund Details

Performance

Portfolio