Schwab Financial Services
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Specialty-Financial | | Fund Family: | Schwab Funds | | Net Assets: | 98.75M | | Year-to-Date Return: | -17.52% | | Yield: | 1.73% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jul-00 |
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Larry M. Mano
Lead Manager since
03-Jul-00 | | | 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. The fund invests at least 80% of net assets in equity securities issued by companies in the financial services sector. It may also invest in futures contracts. The fund uses Schwab Equity Ratings(R) to aid its stock selection. It generally invests in U.S. companies and may invest in companies of all sizes. The fund is nondiversified. |
| Last Dividend
(20-Dec-07):
| 0.21 | | Last Cap Gain
(20-Dec-07):
| 0.02 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 165.81% |
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| Expense | SWFFX | Category
Avg | | Total Expense Ratio: | 0.90%
| 1.68% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$287 | $869 | | 5 Yr Expense Projection*: |
$498 | $1,104 | | 10 Yr Expense Projection*: |
$1,108 | $2,138 |
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1.49% Nasdaq 
0.27%
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