Schwab Total Stock Market Index Sel
101 Montgomery St San Francisco CA 94104
Map
Phone: 800-435-4000
| Category: | Large Blend | | Fund Family: | Schwab Funds | | Net Assets: | 789.16M | | Year-to-Date Return: | -10.05% | | Yield: | 1.63% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-99 |
|
Larry M. Mano
Lead Manager since
01-Jun-99 | | | 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: | $50,000 | | 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 to track the total return of the entire U.S. stock market, as measured by the Dow Jones Wilshire 5000 Composite index. The fund normally invests at least 80% of assets in securities included in the Dow Jones Wilshire 5000 Composite index. The fund generally expects that its portfolio includes the largest 2,500 to 3,000 U.S. stocks, and that its industry weightings, dividend yield and price/earnings ratio will be similar to those of the index. |
| Last Dividend
(11-Dec-07):
| 0.37 | | Last Cap Gain
(11-Dec-07):
| 0.06 | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 71.30% |
|
| Expense | SWTSX | Category
Avg | | Total Expense Ratio: | 0.37%
| 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*: |
$119 | $577 | | 5 Yr Expense Projection*: |
$208 | $877 | | 10 Yr Expense Projection*: |
$468 | $1,739 |
|
|
1.49% Nasdaq 0.00%
Profile
