Schwab Core Equity
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Large Blend | | Fund Family: | Schwab Funds | | Net Assets: | 1.87B | | Year-to-Date Return: | -10.36% | | Yield: | 1.01% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-96 |
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Larry M. Mano
Lead Manager since
03-Oct-03 | | | Mano is a managing director and portfolio manager of the Charles Schwab Investment Management, Inc. He joined the firm in Nov 1998. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital growth by investing primarily in large-and mid-cap stocks. The fund invests at least 80% of net assets inequity securities of U.S. companies which generally have capitalizations in excess of $500 million. It seeks to assemble a portfolio with long-term performance that exceeds that of the S&P 500 index. The fund uses Schwab Equity Ratings to aid its stock selection. |
| Last Dividend
(20-Dec-07):
| 0.18 | | Last Cap Gain
(20-Dec-07):
| 0.05 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 71.30% |
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| Expense | SWANX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$246 | $577 | | 5 Yr Expense Projection*: |
$430 | $877 | | 10 Yr Expense Projection*: |
$963 | $1,739 |
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1.49% Nasdaq 
0.27%
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