Schwab® Monthly Income Fund - Moderate Payout

Type: Mutual Funds Symbol: SWJRX Net Expense Ratio: 0.510%

Summary

Objective

The fund seeks to provide current income and, as a secondary investment objective, capital appreciation.

Highlights

  • Monthly payments of annual investment income throughout each calendar year*
  • Provides a payout generated from its allocation to fixed income funds, equity funds and money market funds*
  • Active fund management to monitor the market and adjust the portfolio to keep the fund in-line with its income and growth objective

Fund Details

Performance

Portfolio

Distributions