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
  • An experienced portfolio management team evaluates securities on three components: fundamentals, valuation, and sentiment

Update regarding Schwab Dividend Equity Fund.  Please review the Fund’s Prospectus for details.

Fund Details

Performance

Portfolio

Distributions