Schwab Core Equity Fund

Type: Mutual Funds Symbol: SWANX Net Expense Ratio: 0.730%

Summary

Objective

The fund seeks long-term capital growth.

Highlights

  • An actively managed fund that can serve as part of the foundation of an investor's portfolio
  • A convenient way to gain exposure to the broad U.S. equities market
  • Seeks to deliver consistent, risk-adjusted excess return through a disciplined investment process that uses Schwab Equity Ratings® as one of several inputs
  • A high-conviction, fundamentally-driven approach within the domestic large cap equity universe 

Fund Details

Performance

Portfolio

Distributions

Documents

Prospectus and Other Regulatory Documents

SWANX Prospectus and Other Regulatory Documents

Schwab Core Equity Fund

Fact Sheet