Schwab Small-Cap Equity Fund

Type: Mutual Funds Symbol: SWSCX Net Expense Ratio: 1.090%

Summary

Objective

The fund seeks long-term capital growth.

Highlights

  • An actively managed fund that is designed to offer potential for long-term performance that will exceed that of the Russell 2000® Index
  • A convenient way to gain broad exposure to small-cap equity stocks
  • 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