Schwab Hedged Equity Investor
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Long-Short | | Fund Family: | Schwab Funds | | Net Assets: | 105.84M | | Year-to-Date Return: | -4.44% | | Yield: | 0.86% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-05 |
|
Larry M. Mano
Lead Manager since
19-Jul-04 | | | 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 |
|
| |
| The investment seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market. The fund normally invests at least 80% of net assets in long and short positions in equity securities issues by U.S. companies. The fund typically purchases or sells short stocks of companies that have market capitalization of $1 billion or more at the time the stock is purchased or sold short. |
| Last Dividend
(20-Dec-07):
| 0.13 | | Last Cap Gain
(22-Dec-05):
| 0.26 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 290.27% |
|
| Expense | SWHIX | Category
Avg | | Total Expense Ratio: | 1.93%
| 2.21% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.50% | | Max Deferred Sales Load: | 0.00%
| 2.19% | | 3 Yr Expense Projection*: |
$685 | $981 | | 5 Yr Expense Projection*: |
$1,175 | $1,698 | | 10 Yr Expense Projection*: |
$2,524 | $3,378 |
|
|
1.49% Nasdaq 
0.27%
Profile
