Schwab Dividend Equity Fund

Type: Mutual Funds Symbol: SWDSX Net Expense Ratio: 0.890%

Summary

Objective

The fund seeks current income and capital appreciation.

Highlights

  • An actively managed fund that seeks to provide a higher dividend yield but similar risk profile than the fund’s comparative index
  • A convenient way to take advantage of the reduced tax rate on qualified dividend income
  • Seeks to deliver consistent, risk-adjusted excess return through a disciplined investment process that uses Schwab Equity Ratings® and Schwab Equity Ratings International among several inputs
  • A high-conviction, fundamentally-driven approach within the large cap equity universe 

Fund Details

Performance