Schwab Hedged Equity Fund

Type: Mutual Funds Symbol: SWHEX Net Expense Ratio: 1.920%

Summary

Objective

The fund seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market.

Highlights

  • An actively managed fund that seeks to provide long-term capital appreciation over market cycles with lower volatility than the broad equity market
  • Offers a risk-managed approach to investing in the U.S. stock market
  • Invests by taking long and short positions in U.S. equity securities 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