Actively managed funds using Schwab Equity Ratings
Schwab Funds offers eight mutual funds that are designed to tap into Schwab's proprietary stock research methodology—Schwab Equity Ratings®. The portfolio managers apply Schwab Equity Ratings to each fund's stock universe to help optimize the fund's portfolio based on ratings, risk profile and industry exposure.
What are Schwab Equity Ratings?
Schwab's fact-based, objective approach to rating stocks
Rates more than 3,000 stocks
Assigns each a grade—A, B, C, D or F—based on historically tested factors
Schwab Core Equity Fund™ [SWANX]
The fund is primarily a large-cap fund that seeks to outperform the S&P 500 Index over time, while maintaining a similar level of risk. With its large-cap focus and risk management features, this fund may be appropriate as a core portfolio holding for investors seeking long-term growth.
Schwab Dividend Equity Fund[SWDSX]
Put dividends to work for you. The Schwab Dividend Equity Fund can help you add the value and long-term potential of dividend-paying stocks to your portfolio.
Schwab Hedged Equity Fund™ [SWHEX]
The Schwab Hedged Equity Fund seeks to capture the performance of broad equity markets while using active risk management techniques such as hedging to reduce the effect of market volatility on the fund’s long-term performance.
Schwab Large-Cap Growth Fund™ [SWLSX]
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 designed to help you strengthen the large-cap portion of your portfolio
Schwab Premier Equity Fund™ [SWPSX]
Capture Schwab’s strongest stock selection in one mutual fund investment. The Fund invests in approximately 100 highly rated stocks as identified by Schwab Equity Ratings. The Schwab Premier Equity Fund offers long-term investors an opportunistic approach to achieving investment returns greater than the broad market averages.
Schwab Small-Cap Equity Fund[SWSCX]
This fund may help you capture the long-term growth potential of small-cap stocks. The fund creates a diversified portfolio with the aim to outperform the S&P 600 Small-Cap Index over time while maintaining a similar risk level.
Schwab Financial Services Fund [SWFFX]
The fund may be appropriate for long-term investors who are interested in participating in the performance of the financial services sector.
Schwab Health Care Fund [SWHFX]
This fund is designed to capture the long-term growth potential of the health care sector.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download and print a prospectus by clicking on Prospectuses & Reports. Please read the prospectus carefully before investing.
Performance data quoted represents past performance and does not indicate future results. Visit Schwab.com for month-end performance information. Current performance may be lower or higher. Investment value will fluctuate, and shares when redeemed, may be worth more or less than original cost.
Historically, small capitalization funds typically carry additional risks since smaller companies generally have experienced a greater degree of market volatility than other funds that provide broader diversification. International investing involves special risks such as currency fluctuation and political instability.
Schwab Hedged Equity Fund's long positions can decline in value at the same time the value of the short stock increases, thereby increasing the potential for loss. The potential loss associated with short positions is much greater than the original value of the securities sold. The use of borrowing and short sales may cause the fund to have higher expenses than those of equity funds that do not use such techniques. The fund's use of short selling may reduce the risk of general equity market volatility but cannot completely eliminate that risk.
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.
Except as noted below, all data provided by Morningstar, Inc. All rights reserved. The information contained herein is the proprietary information of Morningstar, Inc., and may not be copied or redistributed for any purpose and may only be used for noncommercial, personal purposes. The information contained herein is not represented or warranted to be accurate, correct, complete, or timely. Morningstar, Inc., shall not be responsible for investment decisions, damages, or other losses resulting from use of the information. Morningstar, Inc., has not granted consent for it to be considered or deemed an "expert" under the Securities Act of 1933. With respect to Schwab and Laudus Funds, Charles Schwab Investment Management, Inc. provides the following data: total net assets, actual and average annual total returns, after-tax returns, annualized quarter-end performance, top ten holdings, portfolio breakdowns, expense ratios, and, for Schwab and Laudus Mondrian bond funds, credit ratings, average maturity, 30-day SEC yield, and tax-equivalent yield.
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