Costs and Expenses
Michael breaks down the costs and expenses involved with ETF investing.
CFA, CFP®, Managing Director of ETF Research
Charles Schwab Investment Advisory, Inc.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling Schwab at 800-435-4000. Please read the prospectus carefully before investing.
Investment value and return will fluctuate such that shares, when redeemed, may be worth more or less than original cost.Due to their limited focus, sector funds may experience greater volatility than funds with a broader investment strategy. They are not intended to serve as a complete investment program by themselves.
International investing involves special risks such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks.
Michael Iachini is an employee of Charles Schwab Investment Advisory, Inc. ("CSIA"), an affiliate of Charles Schwab & Co., Inc. ("Schwab").
Diversification strategies do not ensure a profit and do not protect against losses in declining markets.
Fixed income investments are subject to various risks, including changes in interest rates, credit quality, market valuations, liquidity, prepayments, corporate events, tax ramifications, and other factors.
All expressions of opinions are subject to change without notice in reaction to shifting market conditions. The information provided is not intended to be investment or tax advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager. The type of securities mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation.