Smart investors know that large-cap stocks are fundamental to a balanced asset allocation strategy and can enhance the performance potential of a portfolio. The Schwab Large-Cap Growth Fund™ is powered by Schwab Equity Ratings® to help you strengthen the large-cap growth mutual funds portion of your portfolio. The fund:
Leverages Schwab Equity Ratings, Schwab’s industry-recognized, disciplined methodology for identifying stocks with excellent performance potential.
Seeks capital appreciation by selecting companies with market capitalizations greater than $5 billion.
Is actively managed by a team of investment professionals that understands how a disciplined investment approach can help achieve competitive returns.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.
Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.
The Schwab Large-Cap Growth Fund is part of the suite of actively managed Schwab Funds. At the heart of the investment management of the active equity Schwab Funds is the powerful stock research of Schwab Equity Ratings®—Schwab’s disciplined approach to stock evaluation. Schwab Funds reflects an unwavering commitment to offer the right selection of funds to meet your long-term financial needs.
Trades in no-load mutual funds available through Mutual Funds OneSource service (including SchwabFunds) as well as certain other funds, are available without transaction fees when placed through schwab.com or our automated phone channels. For each of these trade orders placed through a broker, a $25 service charge applies. Schwab reserves the right to change the funds we make available without transaction fees and to reinstate fees on any funds. Funds are also subject to management fees and expenses.
1. Schwab and the investment adviser have agreed to limit the fund's "net operating expenses" as stated in the prospectus for each fund, for so long as the investment adviser serves as the adviser to the fund. This agreement may only be amended or terminated with the approval of the fund's Board of Trustees. The limitation excludes interest, taxes, expenses for dividends and interest paid on securities sold short, and certain non-routine expenses, which may result in a fund incurring net operating expenses above the limitation.
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